KGLCX Mutual Fund

KGLCX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-0.80%
3 Months
-2.35%
6 Months
-7.19%
YTD
+0.60%
1 Year
-3.32%
3 Years (annualized)
+23.16%
5 Years (annualized)
+10.49%
10 Years (annualized)
+13.76%

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)
+0.60%
Peer Avg (YTD)
+5.30%
vs Peers
-4.70%

KGLCX Mutual Fund Performance

KGLCX performance across multiple time periods: 1-month -0.80%, YTD 0.60%, 1-year -3.32%, 3-year 23.16%, 5-year 10.49%, 10-year 13.76%.

KGLCX returns trail the peer average of 5.30% 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.