KGDZX Mutual Fund

KGDZX Mutual Fund

NAV$38.71
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Returns Overview

1 Month
+1.82%
3 Months
+0.45%
6 Months
+7.53%
YTD
+20.27%
1 Year
+30.39%
3 Years (annualized)
+17.61%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.79%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+20.27%
Peer Avg (YTD)
+9.98%
vs Peers
+10.29%

KGDZX Mutual Fund Performance

KGDZX performance across multiple time periods: 1-month 1.82%, YTD 20.27%, 1-year 30.39%, 3-year 17.61%, 5-year 4.35%, 10-year 6.79%.

KGDZX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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