KLGAX Mutual Fund

KLGAX Mutual Fund

NAV$56.68
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Returns Overview

1 Month
+2.69%
3 Months
-4.45%
6 Months
+5.17%
YTD
+0.22%
1 Year
+4.86%
3 Years (annualized)
+16.50%
5 Years (annualized)
+5.84%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGAX 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)
+0.22%
Peer Avg (YTD)
+8.51%
vs Peers
-8.29%

KLGAX Mutual Fund Performance

KLGAX performance across multiple time periods: 1-month 2.69%, YTD 0.22%, 1-year 4.86%, 3-year 16.50%, 5-year 5.84%, 10-year 12.92%.

KLGAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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