KLCIX Mutual Fund

KLCIX Mutual Fund

NAV$19.77
See how much of KLCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.09%
3 Months
+0.67%
6 Months
+26.90%
YTD
+16.55%
1 Year
+18.14%
3 Years (annualized)
+22.53%
5 Years (annualized)
+8.88%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.55%
Peer Avg (YTD)
+8.68%
vs Peers
+7.87%

KLCIX Mutual Fund Performance

KLCIX performance across multiple time periods: 1-month 2.09%, YTD 16.55%, 1-year 18.14%, 3-year 22.53%, 5-year 8.88%, 10-year 14.57%.

KLCIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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