KLGCX Mutual Fund

KLGCX Mutual Fund

NAV$42.27
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Returns Overview

1 Month
-6.05%
3 Months
-1.55%
6 Months
-4.25%
YTD
-4.52%
1 Year
-6.53%
3 Years (annualized)
+16.79%
5 Years (annualized)
+3.88%
10 Years (annualized)
+11.46%

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)
-4.52%
Peer Avg (YTD)
+5.23%
vs Peers
-9.75%

KLGCX Mutual Fund Performance

KLGCX performance across multiple time periods: 1-month -6.05%, YTD -4.52%, 1-year -6.53%, 3-year 16.79%, 5-year 3.88%, 10-year 11.46%.

KLGCX returns trail the peer average of 5.23% 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.