KLCCX Mutual Fund

NAV$8.36

Returns Overview

1 Month
+1.32%
3 Months
+25.71%
6 Months
+15.42%
YTD
+15.10%
1 Year
+24.35%
3 Years (annualized)
+50.18%
5 Years (annualized)
+32.69%
10 Years (annualized)
+28.22%

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
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)
+15.10%
Peer Avg (YTD)
+8.97%
vs Peers
+6.13%

KLCCX Mutual Fund Performance

KLCCX performance across multiple time periods: 1-month 1.32%, YTD 15.10%, 1-year 24.35%, 3-year 50.18%, 5-year 32.69%, 10-year 28.22%.

KLCCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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