KGDIX Mutual Fund

KGDIX Mutual Fund

NAV$38.45
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Returns Overview

1 Month
-3.10%
3 Months
-5.66%
6 Months
+10.86%
YTD
+15.31%
1 Year
+22.68%
3 Years (annualized)
+17.57%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGDIX 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)
+15.31%
Peer Avg (YTD)
+7.86%
vs Peers
+7.45%

KGDIX Mutual Fund Performance

KGDIX performance across multiple time periods: 1-month -3.10%, YTD 15.31%, 1-year 22.68%, 3-year 17.57%, 5-year 4.31%, 10-year 6.73%.

KGDIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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