KAGCX Mutual Fund

NAV$15.12

Returns Overview

1 Month
-3.90%
3 Months
+14.70%
6 Months
+13.03%
YTD
+13.12%
1 Year
+24.18%
3 Years (annualized)
+17.47%
5 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+3.89%
vs Peers
+9.23%

KAGCX Mutual Fund Performance

KAGCX performance across multiple time periods: 1-month -3.90%, YTD 13.12%, 1-year 24.18%, 3-year 17.47%, 5-year 10.98%.

KAGCX returns outperform the peer average of 3.89% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

KAGCX performance comparison shows side-by-side returns with another fund. KAGCX alternatives are available in the Mutual Fund Screener.