KGDZX Mutual Fund

KGDZX Mutual Fund

NAV$40.62
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.18%
3 Months
+17.56%
6 Months
+23.53%
YTD
+22.31%
1 Year
+40.30%
3 Years (annualized)
+20.31%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+22.31%
Peer Avg (YTD)
+9.16%
vs Peers
+13.15%

KGDZX Mutual Fund Performance

KGDZX performance across multiple time periods: 1-month 3.18%, YTD 22.31%, 1-year 40.30%, 3-year 20.31%, 5-year 8.52%, 10-year 9.48%.

KGDZX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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