KGROX Mutual Fund

KGROX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-3.43%
3 Months
-11.90%
6 Months
+24.46%
YTD
+20.02%
1 Year
+23.21%
3 Years (annualized)
+18.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KGROX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.02%
Peer Avg (YTD)
+10.34%
vs Peers
+9.67%

KGROX Mutual Fund Performance

KGROX performance across multiple time periods: 1-month -3.43%, YTD 20.02%, 1-year 23.21%, 3-year 18.33%.

KGROX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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