KLGBX Mutual Fund

KLGBX Mutual Fund

NAV$40.74
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Returns Overview

3 Months
+1.90%
6 Months
-3.67%
YTD
-0.54%
1 Year
+11.51%
3 Years (annualized)
+15.75%
5 Years (annualized)
+14.87%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGBX 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)
-0.54%
Peer Avg (YTD)
+9.70%
vs Peers
-10.24%

KLGBX Mutual Fund Performance

KLGBX performance across multiple time periods: YTD -0.54%, 1-year 11.51%, 3-year 15.75%, 5-year 14.87%, 10-year 14.69%.

KLGBX returns trail the peer average of 9.70% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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