KNGAX Mutual Fund

KNGAX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
+8.60%
3 Months
+3.77%
6 Months
+9.33%
YTD
+13.02%
1 Year
+16.71%
3 Years (annualized)
+11.13%
5 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGAX 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
Cboe S&P 500 Dividend Aristocrats Target Income Index(^SPAI)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+9.73%
vs Peers
+3.29%

KNGAX Mutual Fund Performance

KNGAX performance across multiple time periods: 1-month 8.60%, YTD 13.02%, 1-year 16.71%, 3-year 11.13%, 5-year 5.18%.

KNGAX returns outperform the peer average of 9.73% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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