KLCAX Mutual Fund

KLCAX Mutual Fund

NAV$16.13
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Returns Overview

1 Month
-4.26%
3 Months
+5.83%
6 Months
+11.06%
YTD
+10.67%
1 Year
+17.44%
3 Years (annualized)
+21.10%
5 Years (annualized)
+8.64%
10 Years (annualized)
+14.00%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.67%
Peer Avg (YTD)
+6.23%
vs Peers
+4.44%

KLCAX Mutual Fund Performance

KLCAX performance across multiple time periods: 1-month -4.26%, YTD 10.67%, 1-year 17.44%, 3-year 21.10%, 5-year 8.64%, 10-year 14.00%.

KLCAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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