KGDIX Mutual Fund

KGDIX Mutual Fund

NAV$39.71
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Returns Overview

1 Month
-4.34%
3 Months
+1.22%
6 Months
+10.26%
YTD
+18.10%
1 Year
+34.60%
3 Years (annualized)
+15.69%
5 Years (annualized)
+7.55%
10 Years (annualized)
+8.30%

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)
+18.10%
Peer Avg (YTD)
+8.67%
vs Peers
+9.43%

KGDIX Mutual Fund Performance

KGDIX performance across multiple time periods: 1-month -4.34%, YTD 18.10%, 1-year 34.60%, 3-year 15.69%, 5-year 7.55%, 10-year 8.30%.

KGDIX returns outperform the peer average of 8.67% 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.