KGDAX Mutual Fund

KGDAX Mutual Fund

NAV$36.16
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Returns Overview

1 Month
+3.13%
3 Months
+17.46%
6 Months
+23.34%
YTD
+22.09%
1 Year
+39.83%
3 Years (annualized)
+19.97%
5 Years (annualized)
+8.20%
10 Years (annualized)
+12.02%

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)
+22.09%
Peer Avg (YTD)
+9.16%
vs Peers
+12.93%

KGDAX Mutual Fund Performance

KGDAX performance across multiple time periods: 1-month 3.13%, YTD 22.09%, 1-year 39.83%, 3-year 19.97%, 5-year 8.20%, 10-year 12.02%.

KGDAX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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