KNGIX Mutual Fund

KNGIX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
+8.59%
3 Months
+3.86%
6 Months
+9.52%
YTD
+13.32%
1 Year
+16.98%
3 Years (annualized)
+12.03%
5 Years (annualized)
+5.77%

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
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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)
+13.32%
Peer Avg (YTD)
+9.73%
vs Peers
+3.58%

KNGIX Mutual Fund Performance

KNGIX performance across multiple time periods: 1-month 8.59%, YTD 13.32%, 1-year 16.98%, 3-year 12.03%, 5-year 5.77%.

KNGIX returns outperform the peer average of 9.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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