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KADIX: Kensington Active Advantage Fund (MUTUAL FUND)
Basic Info 9.74 0.02(0.20%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/23/2022 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.14% |
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(%) | 0.1 | 2.1 | 10.0 | 0.2 | 6.1 | -7.3 |
Sharpe Ratio | NA | 0.21 | 0.78 | -0.48 | 0.37 | -1.42 |
Draw Down(%) | NA | 3.6 | 3.6 | 10.6 | 3.2 | 9.8 |
Standard Deviation(%) | NA | 8.2 | 6.4 | 6.7 | 5.1 | 7.7 |
Treynor Ratio | NA | 0.03 | 0.11 | -0.13 | 0.07 | -0.55 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.03 |
Beta | NA | 0.67 | 0.43 | 0.25 | 0.27 | 0.2 |
RSquared | NA | 0.95 | 0.69 | 0.47 | 0.52 | 0.43 |
Yield(%) | N/A | 0.3 | 2.0 | N/A | 2.3 | 0.4 |
Dividend Growth(%) | N/A | -85.7 | 80.0 | N/A | 425.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/2022
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