KGDCX Mutual Fund

KGDCX Mutual Fund

NAV$20.04
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Returns Overview

1 Month
-0.98%
3 Months
-2.51%
6 Months
-1.61%
YTD
+13.31%
1 Year
+20.74%
3 Years (annualized)
+19.74%
5 Years (annualized)
+0.95%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDCX 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)
+13.31%
Peer Avg (YTD)
+7.47%
vs Peers
+5.83%

KGDCX Mutual Fund Performance

KGDCX performance across multiple time periods: 1-month -0.98%, YTD 13.31%, 1-year 20.74%, 3-year 19.74%, 5-year 0.95%, 10-year 4.82%.

KGDCX returns outperform the peer average of 7.47% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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