KGLAX Mutual Fund

NAV$16.80

Returns Overview

1 Month
-2.92%
3 Months
-2.24%
6 Months
+4.27%
YTD
+2.91%
1 Year
-0.34%
3 Years (annualized)
+28.80%
5 Years (annualized)
+13.33%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGLAX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+5.87%
vs Peers
-2.95%

KGLAX Mutual Fund Performance

KGLAX performance across multiple time periods: 1-month -2.92%, YTD 2.91%, 1-year -0.34%, 3-year 28.80%, 5-year 13.33%, 10-year 15.17%.

KGLAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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