KLGCX Mutual Fund

NAV$46.00
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Returns Overview

1 Month
-1.29%
3 Months
+14.93%
6 Months
+2.97%
YTD
+3.09%
1 Year
+10.47%
3 Years (annualized)
+18.71%
5 Years (annualized)
+12.40%
10 Years (annualized)
+17.94%

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
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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)
+3.09%
Peer Avg (YTD)
+8.97%
vs Peers
-5.88%

KLGCX Mutual Fund Performance

KLGCX performance across multiple time periods: 1-month -1.29%, YTD 3.09%, 1-year 10.47%, 3-year 18.71%, 5-year 12.40%, 10-year 17.94%.

KLGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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