KGIRX Mutual Fund

KGIRX Mutual Fund

NAV$18.52
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-7.85%
3 Months
-6.55%
6 Months
+0.94%
YTD
+0.17%
1 Year
+19.07%
3 Years (annualized)
+20.45%
5 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGIRX 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)
+0.17%
Peer Avg (YTD)
+9.49%
vs Peers
-9.32%

KGIRX Mutual Fund Performance

KGIRX performance across multiple time periods: 1-month -7.85%, YTD 0.17%, 1-year 19.07%, 3-year 20.45%, 5-year 9.74%.

KGIRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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