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Keystone Large Cap Growth C (KLGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.35+0.32 (+0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.20%
5-year average return12.05%
Number of years up7
Number of years down3
Best 1-yr total return (1 Jul 2024)36.70%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return36.70%
Worst 3-yr total return-0.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGCXCategory
YTD11.56%12.38%
1-month4.35%5.09%
3-month1.03%10.28%
1-year28.43%41.70%
3-year3.55%22.56%
5-year12.29%21.98%
10-year9.90%15.99%
Last bull market30.44%25.99%
Last bear market-24.00%-17.29%

Annual total return (%) history

Year
KLGCXCategory
2024
N/AN/A
2023
36.70%N/A
2022
-34.20%N/A
2021
16.21%N/A
2020
30.50%35.86%
2019
28.14%31.90%
2018
-5.44%-2.09%
2017
28.77%27.67%
2016
-0.88%3.23%
2015
1.11%3.60%
2014
7.32%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.06%4.82%N/AN/A
202312.95%11.57%-4.19%13.22%
2022-12.02%-24.00%-4.26%2.78%
20210.95%10.06%0.50%4.07%
2020-17.89%29.07%11.15%10.78%
201914.03%1.99%1.08%9.00%
20180.80%5.87%8.69%-18.48%
20177.73%3.71%5.83%8.90%
2016-6.12%0.55%4.29%0.68%
20151.98%1.43%-7.97%6.21%
2014-2.42%4.85%0.06%4.82%
2013-0.84%9.12%7.90%N/A

Rank in category (by total return)

YTD57
1-month68
3-month72
1-year69
3-year80
5-year83

Load adjusted returns

1-year27.43%
3-year3.55%
5-year12.29%
10-year9.90%