KLGDX Mutual Fund

KLGDX Mutual Fund

NAV$53.37
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Returns Overview

1 Month
-5.95%
3 Months
-1.22%
6 Months
-3.58%
YTD
-3.44%
1 Year
-5.26%
3 Years (annualized)
+18.39%
5 Years (annualized)
+5.29%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-3.44%
Peer Avg (YTD)
+5.23%
vs Peers
-8.67%

KLGDX Mutual Fund Performance

KLGDX performance across multiple time periods: 1-month -5.95%, YTD -3.44%, 1-year -5.26%, 3-year 18.39%, 5-year 5.29%, 10-year 12.72%.

KLGDX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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