KLGAX Mutual Fund

KLGAX Mutual Fund

NAV$55.65
See how much of KLGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.83%
3 Months
-2.46%
6 Months
-1.00%
YTD
-2.41%
1 Year
+2.62%
3 Years (annualized)
+14.73%
5 Years (annualized)
+6.01%
10 Years (annualized)
+12.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.41%
Peer Avg (YTD)
+6.23%
vs Peers
-8.64%

KLGAX Mutual Fund Performance

KLGAX performance across multiple time periods: 1-month -5.83%, YTD -2.41%, 1-year 2.62%, 3-year 14.73%, 5-year 6.01%, 10-year 12.54%.

KLGAX returns trail the peer average of 6.23% 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.