KNGIX Mutual Fund

NAV$11.74

Returns Overview

1 Month
+5.06%
3 Months
+6.44%
6 Months
+7.91%
YTD
+7.63%
1 Year
+12.36%
3 Years (annualized)
+5.08%
5 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGIX 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)
+7.63%
Peer Avg (YTD)
+8.36%
vs Peers
-0.72%

KNGIX Mutual Fund Performance

KNGIX performance across multiple time periods: 1-month 5.06%, YTD 7.63%, 1-year 12.36%, 3-year 5.08%, 5-year 4.27%.

KNGIX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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