KGGAX Mutual Fund

KGGAX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-9.43%
3 Months
-6.67%
6 Months
+0.13%
YTD
-0.63%
1 Year
+21.64%
3 Years (annualized)
+22.91%
5 Years (annualized)
+11.60%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGGAX 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
MSCI All Country World Index Growth Net
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+9.16%
vs Peers
-9.80%

KGGAX Mutual Fund Performance

KGGAX performance across multiple time periods: 1-month -9.43%, YTD -0.63%, 1-year 21.64%, 3-year 22.91%, 5-year 11.60%, 10-year 12.55%.

KGGAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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