KLCIX Mutual Fund

KLCIX Mutual Fund

NAV$18.82
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Returns Overview

1 Month
-4.22%
3 Months
+5.97%
6 Months
+11.29%
YTD
+10.89%
1 Year
+17.74%
3 Years (annualized)
+21.41%
5 Years (annualized)
+8.92%
10 Years (annualized)
+14.29%

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)
+10.89%
Peer Avg (YTD)
+6.23%
vs Peers
+4.66%

KLCIX Mutual Fund Performance

KLCIX performance across multiple time periods: 1-month -4.22%, YTD 10.89%, 1-year 17.74%, 3-year 21.41%, 5-year 8.92%, 10-year 14.29%.

KLCIX returns outperform the peer average of 6.23% 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.