KNGYX Mutual Fund

KNGYX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-5.73%
3 Months
-3.03%
6 Months
+3.26%
YTD
+4.42%
1 Year
+6.45%
3 Years (annualized)
+8.10%
5 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNGYX 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)
+4.42%
Peer Avg (YTD)
+8.60%
vs Peers
-4.19%

KNGYX Mutual Fund Performance

KNGYX performance across multiple time periods: 1-month -5.73%, YTD 4.42%, 1-year 6.45%, 3-year 8.10%, 5-year 5.56%.

KNGYX returns trail the peer average of 8.60% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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