KGDZX Mutual Fund

KGDZX Mutual Fund

NAV$40.05
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Returns Overview

1 Month
-4.38%
3 Months
+1.22%
6 Months
+10.26%
YTD
+18.12%
1 Year
+34.62%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.58%
10 Years (annualized)
+8.35%

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)
+18.12%
Peer Avg (YTD)
+8.67%
vs Peers
+9.45%

KGDZX Mutual Fund Performance

KGDZX performance across multiple time periods: 1-month -4.38%, YTD 18.12%, 1-year 34.62%, 3-year 15.71%, 5-year 7.58%, 10-year 8.35%.

KGDZX returns outperform the peer average of 8.67% 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.