KESGX Mutual Fund

NAV$20.86

Returns Overview

1 Month
+8.59%
3 Months
+20.97%
6 Months
+23.00%
YTD
+23.00%
1 Year
+33.88%
3 Years (annualized)
+17.01%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KESGX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+23.00%
Peer Avg (YTD)
+10.82%
vs Peers
+12.19%

KESGX Mutual Fund Performance

KESGX performance across multiple time periods: 1-month 8.59%, YTD 23.00%, 1-year 33.88%, 3-year 17.01%, 5-year 10.07%.

KESGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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