KESGX Mutual Fund

KESGX Mutual Fund

NAV$19.34
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Returns Overview

3 Months
+6.89%
6 Months
+10.10%
YTD
+21.08%
1 Year
+22.99%
3 Years (annualized)
+15.76%
5 Years (annualized)
+8.96%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+21.08%
Peer Avg (YTD)
+9.89%
vs Peers
+11.19%

KESGX Mutual Fund Performance

KESGX performance across multiple time periods: YTD 21.08%, 1-year 22.99%, 3-year 15.76%, 5-year 8.96%.

KESGX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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