KAGCX Mutual Fund

KAGCX Mutual Fund

NAV$15.23
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Returns Overview

1 Month
-1.56%
3 Months
+1.62%
6 Months
+16.56%
YTD
+14.95%
1 Year
+16.82%
3 Years (annualized)
+18.55%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.95%
Peer Avg (YTD)
+6.10%
vs Peers
+8.85%

KAGCX Mutual Fund Performance

KAGCX performance across multiple time periods: 1-month -1.56%, YTD 14.95%, 1-year 16.82%, 3-year 18.55%, 5-year 10.66%.

KAGCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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