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KADCX: Kensington Active Advantage Fund (MUTUAL FUND)
Basic Info 9.7 0.03(0.31%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/23/2022 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.79% |
Expenses | 1.67% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 03/23/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 2.2 | 9.6 | -0.6 | 5.0 | -7.9 |
Sharpe Ratio | NA | 0.06 | 0.61 | -0.64 | 0.15 | -1.54 |
Draw Down(%) | NA | 3.7 | 3.7 | 11.2 | 3.4 | 10.0 |
Standard Deviation(%) | NA | 8.1 | 6.3 | 6.7 | 5.1 | 7.7 |
Treynor Ratio | NA | 0.01 | 0.09 | -0.18 | 0.03 | -0.61 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | -0.03 |
Beta | NA | 0.66 | 0.43 | 0.24 | 0.27 | 0.2 |
RSquared | NA | 0.95 | 0.69 | 0.47 | 0.52 | 0.42 |
Yield(%) | N/A | 0.0 | 1.0 | N/A | 1.6 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 12.5 | N/A | 650.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/2022
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