KGDCX Mutual Fund

NAV$21.62

Returns Overview

1 Month
+3.09%
3 Months
+17.26%
6 Months
+22.92%
YTD
+21.67%
1 Year
+38.84%
3 Years (annualized)
+21.60%
5 Years (annualized)
+10.37%
10 Years (annualized)
+13.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+21.67%
Peer Avg (YTD)
+9.16%
vs Peers
+12.51%

KGDCX Mutual Fund Performance

KGDCX performance across multiple time periods: 1-month 3.09%, YTD 21.67%, 1-year 38.84%, 3-year 21.60%, 5-year 10.37%, 10-year 13.34%.

KGDCX returns outperform the peer average of 9.16% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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