KGGIX Mutual Fund

KGGIX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
-9.43%
3 Months
-6.60%
6 Months
+0.26%
YTD
-0.51%
1 Year
+21.88%
3 Years (annualized)
+23.23%
5 Years (annualized)
+11.70%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGGIX 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)
-0.51%
Peer Avg (YTD)
+9.16%
vs Peers
-9.67%

KGGIX Mutual Fund Performance

KGGIX performance across multiple time periods: 1-month -9.43%, YTD -0.51%, 1-year 21.88%, 3-year 23.23%, 5-year 11.70%, 10-year 12.73%.

KGGIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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