KLGDX Mutual Fund

KLGDX Mutual Fund

NAV$60.15
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Returns Overview

1 Month
+2.25%
3 Months
-1.06%
6 Months
+14.08%
YTD
+2.68%
1 Year
+4.10%
3 Years (annualized)
+16.86%
5 Years (annualized)
+6.17%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLGDX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+8.68%
vs Peers
-6.00%

KLGDX Mutual Fund Performance

KLGDX performance across multiple time periods: 1-month 2.25%, YTD 2.68%, 1-year 4.10%, 3-year 16.86%, 5-year 6.17%, 10-year 12.72%.

KLGDX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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