KGDAX Mutual Fund

KGDAX Mutual Fund

NAV$34.37
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Returns Overview

1 Month
-4.36%
3 Months
+1.14%
6 Months
+10.11%
YTD
+17.96%
1 Year
+34.24%
3 Years (annualized)
+15.39%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDAX 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
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+17.96%
Peer Avg (YTD)
+8.67%
vs Peers
+9.29%

KGDAX Mutual Fund Performance

KGDAX performance across multiple time periods: 1-month -4.36%, YTD 17.96%, 1-year 34.24%, 3-year 15.39%, 5-year 7.28%, 10-year 8.01%.

KGDAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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