KCLVX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+0.06%
3 Months
+0.27%
6 Months
-0.21%
YTD
-0.21%
1 Year
+0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCLVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)

KCLVX Mutual Fund Performance

KCLVX performance across multiple time periods: 1-month 0.06%, YTD -0.21%, 1-year 0.12%.

KCLVX returns can be compared against peers and benchmarks. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

KCLVX performance comparison shows side-by-side returns with another fund. KCLVX alternatives are available in the Mutual Fund Screener.