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KADAX: Kensington Active Advantage Fund Class A Shares (MUTUAL FUND)
Basic Info 9.73 0.03(0.31%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/23/2022 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.99% |
Expenses | 1.67% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 03/23/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 2.1 | 9.2 | -0.0 | 5.9 | -7.5 |
Sharpe Ratio | NA | 0.14 | 0.72 | -0.53 | 0.33 | -1.47 |
Draw Down(%) | NA | 3.7 | 3.7 | 10.6 | 3.2 | 9.9 |
Standard Deviation(%) | NA | 8.1 | 6.3 | 6.7 | 5.2 | 7.7 |
Treynor Ratio | NA | 0.02 | 0.11 | -0.15 | 0.06 | -0.58 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.66 | 0.43 | 0.24 | 0.27 | 0.2 |
RSquared | NA | 0.95 | 0.69 | 0.46 | 0.51 | 0.42 |
Yield(%) | N/A | 0.3 | 1.9 | N/A | 2.2 | 0.3 |
Dividend Growth(%) | N/A | -85.0 | 88.9 | N/A | 566.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/2022
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