KLGAX Mutual Fund

NAV$55.96
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Returns Overview

1 Month
-1.20%
3 Months
+15.21%
6 Months
+3.50%
YTD
+3.63%
1 Year
+11.64%
3 Years (annualized)
+19.70%
5 Years (annualized)
+12.99%
10 Years (annualized)
+16.91%

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
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📉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

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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)
+3.63%
Peer Avg (YTD)
+8.97%
vs Peers
-5.34%

KLGAX Mutual Fund Performance

KLGAX performance across multiple time periods: 1-month -1.20%, YTD 3.63%, 1-year 11.64%, 3-year 19.70%, 5-year 12.99%, 10-year 16.91%.

KLGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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