KCLIX Mutual Fund

KCLIX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+0.10%
3 Months
+0.58%
6 Months
+0.87%
YTD
+1.18%
1 Year
+3.40%
3 Years (annualized)
+4.61%
5 Years (annualized)
+2.18%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCLIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.12%
vs Peers
+1.06%

KCLIX Mutual Fund Performance

KCLIX performance across multiple time periods: 1-month 0.10%, YTD 1.18%, 1-year 3.40%, 3-year 4.61%, 5-year 2.18%, 10-year 2.10%.

KCLIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

KCLIX vs another fund shows side-by-side returns. KCLIX alternatives are available in the Mutual Fund Screener.