KLCSX Mutual Fund

KLCSX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
-5.89%
3 Months
-1.05%
6 Months
+4.84%
YTD
+9.97%
1 Year
+5.77%
3 Years (annualized)
+23.57%
5 Years (annualized)
+8.11%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KLCSX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+4.64%
vs Peers
+5.33%

KLCSX Mutual Fund Performance

KLCSX performance across multiple time periods: 1-month -5.89%, YTD 9.97%, 1-year 5.77%, 3-year 23.57%, 5-year 8.11%, 10-year 14.47%.

KLCSX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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