KGLCX Mutual Fund

NAV$15.46

Returns Overview

1 Month
-2.99%
3 Months
-2.43%
6 Months
+3.95%
YTD
+2.62%
1 Year
-0.88%
3 Years (annualized)
+28.12%
5 Years (annualized)
+13.10%
10 Years (annualized)
+14.67%

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

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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)
+2.62%
Peer Avg (YTD)
+5.87%
vs Peers
-3.24%

KGLCX Mutual Fund Performance

KGLCX performance across multiple time periods: 1-month -2.99%, YTD 2.62%, 1-year -0.88%, 3-year 28.12%, 5-year 13.10%, 10-year 14.67%.

KGLCX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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