KGLCX Mutual Fund

KGLCX Mutual Fund

NAV$16.09
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Returns Overview

1 Month
+0.39%
3 Months
-4.96%
6 Months
-1.22%
YTD
+4.36%
1 Year
-1.18%
3 Years (annualized)
+27.12%
5 Years (annualized)
+12.82%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGLCX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+5.54%
vs Peers
-1.18%

KGLCX Mutual Fund Performance

KGLCX performance across multiple time periods: 1-month 0.39%, YTD 4.36%, 1-year -1.18%, 3-year 27.12%, 5-year 12.82%, 10-year 14.49%.

KGLCX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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