KLCAX Mutual Fund

NAV$16.64

Returns Overview

1 Month
+1.34%
3 Months
+25.98%
6 Months
+15.83%
YTD
+15.59%
1 Year
+25.27%
3 Years (annualized)
+45.42%
5 Years (annualized)
+29.39%
10 Years (annualized)
+26.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+15.59%
Peer Avg (YTD)
+8.97%
vs Peers
+6.62%

KLCAX Mutual Fund Performance

KLCAX performance across multiple time periods: 1-month 1.34%, YTD 15.59%, 1-year 25.27%, 3-year 45.42%, 5-year 29.39%, 10-year 26.87%.

KLCAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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