KLCCX Mutual Fund

KLCCX Mutual Fund

NAV$8.28
See how much of KLCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.26%
3 Months
+5.74%
6 Months
+10.66%
YTD
+10.20%
1 Year
+16.60%
3 Years (annualized)
+20.18%
5 Years (annualized)
+7.82%
10 Years (annualized)
+13.13%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+6.23%
vs Peers
+3.97%

KLCCX Mutual Fund Performance

KLCCX performance across multiple time periods: 1-month -4.26%, YTD 10.20%, 1-year 16.60%, 3-year 20.18%, 5-year 7.82%, 10-year 13.13%.

KLCCX returns outperform the peer average of 6.23% 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.