KGIIX Mutual Fund

NAV$18.44

Returns Overview

1 Month
-7.90%
3 Months
-6.56%
6 Months
+0.99%
YTD
+0.23%
1 Year
+19.30%
3 Years (annualized)
+20.72%
5 Years (annualized)
+10.00%
10 Years (annualized)
+10.12%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Ex-U.S
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+9.49%
vs Peers
-9.26%

KGIIX Mutual Fund Performance

KGIIX performance across multiple time periods: 1-month -7.90%, YTD 0.23%, 1-year 19.30%, 3-year 20.72%, 5-year 10.00%, 10-year 10.12%.

KGIIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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