KNGCX Mutual Fund

KNGCX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
+8.48%
3 Months
+3.53%
6 Months
+8.89%
YTD
+12.26%
1 Year
+15.81%
3 Years (annualized)
+11.04%
5 Years (annualized)
+5.19%

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
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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)
+12.26%
Peer Avg (YTD)
+9.73%
vs Peers
+2.53%

KNGCX Mutual Fund Performance

KNGCX performance across multiple time periods: 1-month 8.48%, YTD 12.26%, 1-year 15.81%, 3-year 11.04%, 5-year 5.19%.

KNGCX returns outperform the peer average of 9.73% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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