KGLCX Mutual Fund

KGLCX Mutual Fund

NAV$15.37
See how much of KGLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.63%
3 Months
+1.91%
6 Months
-3.89%
YTD
+9.19%
1 Year
+3.92%
3 Years (annualized)
+27.89%
5 Years (annualized)
+13.57%
10 Years (annualized)
+14.91%

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
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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+6.28%
vs Peers
+2.91%

KGLCX Mutual Fund Performance

KGLCX performance across multiple time periods: 1-month 4.63%, YTD 9.19%, 1-year 3.92%, 3-year 27.89%, 5-year 13.57%, 10-year 14.91%.

KGLCX returns outperform the peer average of 6.28% 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.