KLCCX Mutual Fund

KLCCX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+2.84%
3 Months
-0.24%
6 Months
+16.67%
YTD
+13.33%
1 Year
+18.99%
3 Years (annualized)
+21.28%
5 Years (annualized)
+7.77%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCCX 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
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📉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)
+13.33%
Peer Avg (YTD)
+8.51%
vs Peers
+4.82%

KLCCX Mutual Fund Performance

KLCCX performance across multiple time periods: 1-month 2.84%, YTD 13.33%, 1-year 18.99%, 3-year 21.28%, 5-year 7.77%, 10-year 13.40%.

KLCCX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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