KGIIX Mutual Fund

KGIIX Mutual Fund

NAV$18.08
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Returns Overview

1 Month
-4.07%
3 Months
+5.70%
6 Months
-1.24%
YTD
+5.94%
1 Year
+14.17%
3 Years (annualized)
+24.48%
5 Years (annualized)
+12.54%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGIIX 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
MSCI All Country World Index Ex-U.S
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+10.00%
vs Peers
-4.06%

KGIIX Mutual Fund Performance

KGIIX performance across multiple time periods: 1-month -4.07%, YTD 5.94%, 1-year 14.17%, 3-year 24.48%, 5-year 12.54%, 10-year 11.21%.

KGIIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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