KLGNX Mutual Fund

KLGNX Mutual Fund

NAV$53.40
See how much of KLGNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.87%
3 Months
-2.54%
6 Months
-1.16%
YTD
-2.58%
1 Year
+2.33%
3 Years (annualized)
+14.40%
5 Years (annualized)
+5.71%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGNX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.58%
Peer Avg (YTD)
+6.23%
vs Peers
-8.81%

KLGNX Mutual Fund Performance

KLGNX performance across multiple time periods: 1-month -5.87%, YTD -2.58%, 1-year 2.33%, 3-year 14.40%, 5-year 5.71%, 10-year 12.23%.

KLGNX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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