KGDCX Mutual Fund

KGDCX Mutual Fund

NAV$20.37
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Returns Overview

1 Month
-3.23%
3 Months
-5.95%
6 Months
+10.28%
YTD
+14.43%
1 Year
+21.39%
3 Years (annualized)
+16.42%
5 Years (annualized)
+1.82%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDCX 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
S&P Developed Small Cap Index(^SBERWDU)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+7.86%
vs Peers
+6.57%

KGDCX Mutual Fund Performance

KGDCX performance across multiple time periods: 1-month -3.23%, YTD 14.43%, 1-year 21.39%, 3-year 16.42%, 5-year 1.82%, 10-year 4.91%.

KGDCX returns outperform the peer average of 7.86% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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