KGIRX Mutual Fund

KGIRX Mutual Fund

NAV$17.94
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Returns Overview

1 Month
-4.11%
3 Months
+5.56%
6 Months
-1.35%
YTD
+5.75%
1 Year
+13.86%
3 Years (annualized)
+21.09%
5 Years (annualized)
+10.58%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGIRX 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)
+5.75%
Peer Avg (YTD)
+10.00%
vs Peers
-4.25%

KGIRX Mutual Fund Performance

KGIRX performance across multiple time periods: 1-month -4.11%, YTD 5.75%, 1-year 13.86%, 3-year 21.09%, 5-year 10.58%, 10-year 9.10%.

KGIRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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