KLGCX Mutual Fund

KLGCX Mutual Fund

NAV$45.12
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Returns Overview

1 Month
-5.93%
3 Months
-2.74%
6 Months
-1.54%
YTD
-3.02%
1 Year
+1.55%
3 Years (annualized)
+13.53%
5 Years (annualized)
+4.92%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGCX 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)
-3.02%
Peer Avg (YTD)
+6.23%
vs Peers
-9.26%

KLGCX Mutual Fund Performance

KLGCX performance across multiple time periods: 1-month -5.93%, YTD -3.02%, 1-year 1.55%, 3-year 13.53%, 5-year 4.92%, 10-year 11.39%.

KLGCX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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