KLGNX Mutual Fund

NAV$53.30

Returns Overview

1 Month
-1.21%
3 Months
+15.14%
6 Months
+3.35%
YTD
+3.49%
1 Year
+11.32%
3 Years (annualized)
+19.41%
5 Years (annualized)
+12.78%
10 Years (annualized)
+17.59%

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

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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)
+3.49%
Peer Avg (YTD)
+8.97%
vs Peers
-5.48%

KLGNX Mutual Fund Performance

KLGNX performance across multiple time periods: 1-month -1.21%, YTD 3.49%, 1-year 11.32%, 3-year 19.41%, 5-year 12.78%, 10-year 17.59%.

KLGNX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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