KNGLX Mutual Fund

KNGLX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+5.05%
3 Months
+6.28%
6 Months
+7.75%
YTD
+7.38%
1 Year
+12.25%
3 Years (annualized)
+5.25%
5 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGLX 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
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📉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)
+7.38%
Peer Avg (YTD)
+8.36%
vs Peers
-0.98%

KNGLX Mutual Fund Performance

KNGLX performance across multiple time periods: 1-month 5.05%, YTD 7.38%, 1-year 12.25%, 3-year 5.25%, 5-year 4.25%.

KNGLX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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