KLGIX Mutual Fund

KLGIX Mutual Fund

NAV$57.92
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Returns Overview

1 Month
-5.81%
3 Months
-2.40%
6 Months
-0.88%
YTD
-2.26%
1 Year
+2.90%
3 Years (annualized)
+15.03%
5 Years (annualized)
+6.30%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGIX 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)
-2.26%
Peer Avg (YTD)
+6.23%
vs Peers
-8.50%

KLGIX Mutual Fund Performance

KLGIX performance across multiple time periods: 1-month -5.81%, YTD -2.26%, 1-year 2.90%, 3-year 15.03%, 5-year 6.30%, 10-year 12.83%.

KLGIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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