KLGCX Mutual Fund

KLGCX Mutual Fund

NAV$46.58
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Returns Overview

1 Month
+2.13%
3 Months
-1.41%
6 Months
+13.30%
YTD
+1.63%
1 Year
+2.69%
3 Years (annualized)
+15.29%
5 Years (annualized)
+4.75%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGCX 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
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📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+8.68%
vs Peers
-7.05%

KLGCX Mutual Fund Performance

KLGCX performance across multiple time periods: 1-month 2.13%, YTD 1.63%, 1-year 2.69%, 3-year 15.29%, 5-year 4.75%, 10-year 11.75%.

KLGCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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