KLCIX Mutual Fund

KLCIX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
-5.87%
3 Months
-1.07%
6 Months
+4.83%
YTD
+9.70%
1 Year
+5.73%
3 Years (annualized)
+23.51%
5 Years (annualized)
+8.05%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCIX 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)
+9.70%
Peer Avg (YTD)
+5.23%
vs Peers
+4.47%

KLCIX Mutual Fund Performance

KLCIX performance across multiple time periods: 1-month -5.87%, YTD 9.70%, 1-year 5.73%, 3-year 23.51%, 5-year 8.05%, 10-year 14.42%.

KLCIX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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