KNGYX Mutual Fund

KNGYX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+5.04%
3 Months
+6.49%
6 Months
+8.06%
YTD
+7.68%
1 Year
+12.61%
3 Years (annualized)
+5.58%
5 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGYX 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)
+7.68%
Peer Avg (YTD)
+8.36%
vs Peers
-0.67%

KNGYX Mutual Fund Performance

KNGYX performance across multiple time periods: 1-month 5.04%, YTD 7.68%, 1-year 12.61%, 3-year 5.58%, 5-year 4.71%.

KNGYX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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