KLCIX Mutual Fund

NAV$19.23

Returns Overview

1 Month
+1.35%
3 Months
+26.05%
6 Months
+15.98%
YTD
+15.77%
1 Year
+25.62%
3 Years (annualized)
+44.37%
5 Years (annualized)
+28.63%
10 Years (annualized)
+24.74%

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
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)
+15.77%
Peer Avg (YTD)
+8.97%
vs Peers
+6.80%

KLCIX Mutual Fund Performance

KLCIX performance across multiple time periods: 1-month 1.35%, YTD 15.77%, 1-year 25.62%, 3-year 44.37%, 5-year 28.63%, 10-year 24.74%.

KLCIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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