KLGIX Mutual Fund

NAV$59.18

Returns Overview

1 Month
-1.18%
3 Months
+15.28%
6 Months
+3.64%
YTD
+3.77%
1 Year
+11.93%
3 Years (annualized)
+18.58%
5 Years (annualized)
+8.23%
10 Years (annualized)
+14.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.77%
Peer Avg (YTD)
+8.97%
vs Peers
-5.20%

KLGIX Mutual Fund Performance

KLGIX performance across multiple time periods: 1-month -1.18%, YTD 3.77%, 1-year 11.93%, 3-year 18.58%, 5-year 8.23%, 10-year 14.15%.

KLGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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