KLCKX Mutual Fund

NAV$12.09

Returns Overview

1 Month
+1.34%
3 Months
+25.83%
6 Months
+15.63%
YTD
+15.41%
1 Year
+24.81%
3 Years (annualized)
+47.77%
5 Years (annualized)
+31.06%
10 Years (annualized)
+27.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCKX 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)
+15.41%
Peer Avg (YTD)
+8.97%
vs Peers
+6.44%

KLCKX Mutual Fund Performance

KLCKX performance across multiple time periods: 1-month 1.34%, YTD 15.41%, 1-year 24.81%, 3-year 47.77%, 5-year 31.06%, 10-year 27.56%.

KLCKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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