KGDIX Mutual Fund

NAV$40.76
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Returns Overview

1 Month
+3.16%
3 Months
+17.52%
6 Months
+23.46%
YTD
+22.24%
1 Year
+40.18%
3 Years (annualized)
+20.28%
5 Years (annualized)
+8.47%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDIX 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
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📉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

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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)
+22.24%
Peer Avg (YTD)
+9.16%
vs Peers
+13.07%

KGDIX Mutual Fund Performance

KGDIX performance across multiple time periods: 1-month 3.16%, YTD 22.24%, 1-year 40.18%, 3-year 20.28%, 5-year 8.47%, 10-year 12.16%.

KGDIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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