KLCSX Mutual Fund

NAV$19.68

Returns Overview

1 Month
+1.38%
3 Months
+26.03%
6 Months
+16.04%
YTD
+16.04%
1 Year
+25.68%
3 Years (annualized)
+44.25%
5 Years (annualized)
+28.55%
10 Years (annualized)
+24.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.04%
Peer Avg (YTD)
+8.97%
vs Peers
+7.06%

KLCSX Mutual Fund Performance

KLCSX performance across multiple time periods: 1-month 1.38%, YTD 16.04%, 1-year 25.68%, 3-year 44.25%, 5-year 28.55%, 10-year 24.74%.

KLCSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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