KCGIX Mutual Fund

NAV$25.13

Returns Overview

1 Month
-3.31%
3 Months
+2.15%
6 Months
+5.86%
YTD
+5.99%
1 Year
+25.17%
3 Years (annualized)
+23.05%
5 Years (annualized)
+14.55%
10 Years (annualized)
+17.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCGIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+8.97%
vs Peers
-2.98%

KCGIX Mutual Fund Performance

KCGIX performance across multiple time periods: 1-month -3.31%, YTD 5.99%, 1-year 25.17%, 3-year 23.05%, 5-year 14.55%, 10-year 17.61%.

KCGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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