KGDIX Mutual Fund

KGDIX Mutual Fund

NAV$37.06
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Returns Overview

1 Month
-0.91%
3 Months
-2.28%
6 Months
-1.09%
YTD
+14.26%
1 Year
+21.95%
3 Years (annualized)
+20.96%
5 Years (annualized)
+3.42%
10 Years (annualized)
+6.65%

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
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)
+14.26%
Peer Avg (YTD)
+7.47%
vs Peers
+6.79%

KGDIX Mutual Fund Performance

KGDIX performance across multiple time periods: 1-month -0.91%, YTD 14.26%, 1-year 21.95%, 3-year 20.96%, 5-year 3.42%, 10-year 6.65%.

KGDIX returns outperform the peer average of 7.47% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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