KNGIX Mutual Fund

KNGIX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-5.67%
3 Months
-3.05%
6 Months
+3.19%
YTD
+4.35%
1 Year
+6.24%
3 Years (annualized)
+7.83%
5 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGIX 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
Cboe S&P 500 Dividend Aristocrats Target Income Index(^SPAI)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+8.60%
vs Peers
-4.25%

KNGIX Mutual Fund Performance

KNGIX performance across multiple time periods: 1-month -5.67%, YTD 4.35%, 1-year 6.24%, 3-year 7.83%, 5-year 5.15%.

KNGIX returns trail the peer average of 8.60% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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