KESGX Mutual Fund

KESGX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
-1.56%
3 Months
+9.09%
6 Months
+14.74%
YTD
+21.08%
1 Year
+27.89%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.17%

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)
+9.54%
vs Peers
+11.54%

KESGX Mutual Fund Performance

KESGX performance across multiple time periods: 1-month -1.56%, YTD 21.08%, 1-year 27.89%, 3-year 14.83%, 5-year 8.17%.

KESGX returns outperform the peer average of 9.54% 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.