KNGCX Mutual Fund

NAV$11.65

Returns Overview

1 Month
+4.92%
3 Months
+6.17%
6 Months
+7.37%
YTD
+7.00%
1 Year
+11.14%
3 Years (annualized)
+6.02%
5 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGCX 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
Cboe S&P 500 Dividend Aristocrats Target Income Index(^SPAI)
This Mutual Fund (YTD)
+7.00%
Peer Avg (YTD)
+8.36%
vs Peers
-1.36%

KNGCX Mutual Fund Performance

KNGCX performance across multiple time periods: 1-month 4.92%, YTD 7.00%, 1-year 11.14%, 3-year 6.02%, 5-year 4.98%.

KNGCX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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