| KLCSX | |
|---|---|
| Total return | +358.47% |
| Annualised (CAGR) | +16.45% |
| Volatility (annualised) | +17.64% |
| Sharpe (rf = 0) | 0.93 |
| Deepest drawdown | -40.79% |
| Drawdown peak → trough | 2024-12-09 → 2025-04-09 |
| Dividend yield (12m distributions) | 24.63% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +358.47% in total (+16.45% a year), with a deepest drawdown of -40.79% from 2024-12-09 to 2025-04-09. Its worst calendar year was 2022 (-29.77%), its best 2024 (+40.43%).
| Year | KLCSX |
|---|---|
| 2026 | +17.49% |
| 2025 | +18.75% |
| 2024 | +40.43% |
| 2023 | +32.76% |
| 2022 | -29.77% |
| 2021 | +13.88% |
| 2020 | +28.49% |
| 2019 | +37.95% |
| 2018 | +0.16% |
| 2017 | +23.63% |
| 2016 | +0.41% |
+358.47% in total, which works out to +16.45% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -29.77% (net of fees, dividends reinvested). Its best year was 2024 (+40.43%).
-40.79%, from a peak on 2024-12-09 to a trough on 2025-04-09. From that trough it took 541 days (about 17.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 24.63% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say KLCSX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -40.79% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.