KNGLX Mutual Fund

KNGLX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-5.74%
3 Months
-3.07%
6 Months
+3.02%
YTD
+4.08%
1 Year
+6.28%
3 Years (annualized)
+7.79%
5 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGLX 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)
+4.08%
Peer Avg (YTD)
+8.60%
vs Peers
-4.52%

KNGLX Mutual Fund Performance

KNGLX performance across multiple time periods: 1-month -5.74%, YTD 4.08%, 1-year 6.28%, 3-year 7.79%, 5-year 5.05%.

KNGLX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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