KLGIX Mutual Fund

KLGIX Mutual Fund

NAV$60.82
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Returns Overview

1 Month
+2.72%
3 Months
-4.39%
6 Months
+5.31%
YTD
+0.40%
1 Year
+5.14%
3 Years (annualized)
+16.82%
5 Years (annualized)
+6.14%
10 Years (annualized)
+13.31%

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)
+0.40%
Peer Avg (YTD)
+8.51%
vs Peers
-8.11%

KLGIX Mutual Fund Performance

KLGIX performance across multiple time periods: 1-month 2.72%, YTD 0.40%, 1-year 5.14%, 3-year 16.82%, 5-year 6.14%, 10-year 13.31%.

KLGIX returns trail the peer average of 8.51% 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.