KGIIX Mutual Fund

KGIIX Mutual Fund

NAV$19.20
See how much of KGIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.85%
3 Months
-5.20%
6 Months
-3.22%
YTD
+4.09%
1 Year
+25.03%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.49%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGIIX 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
MSCI All Country World Index Ex-U.S
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+11.41%
vs Peers
-7.32%

KGIIX Mutual Fund Performance

KGIIX performance across multiple time periods: 1-month 3.85%, YTD 4.09%, 1-year 25.03%, 3-year 18.25%, 5-year 9.49%, 10-year 9.38%.

KGIIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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