KGLCX Mutual Fund

KGLCX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
-5.92%
3 Months
-1.18%
6 Months
-3.58%
YTD
+1.41%
1 Year
-3.59%
3 Years (annualized)
+27.89%
5 Years (annualized)
+13.57%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGLCX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+4.96%
vs Peers
-3.55%

KGLCX Mutual Fund Performance

KGLCX performance across multiple time periods: 1-month -5.92%, YTD 1.41%, 1-year -3.59%, 3-year 27.89%, 5-year 13.57%, 10-year 14.91%.

KGLCX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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