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KAGAX: Kensington Dynamic Growth Fund Class A Shares (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/23/2020 |
Last Dividend Date: | 06/29/2023 |
12-Mo. Yield | 0.52% |
Expenses | 1.42% |
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Performance Analytics (As of 07/03/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | 4.6 | 4.2 | 8.7 | -9.0 | 11.5 | 1.3 |
Sharpe Ratio | NA | 0.08 | 0.2 | 1.16 | -0.66 | 0.73 | 0.86 |
Draw Down(%) | NA | 16.2 | 22.3 | 6.5 | 15.8 | 13.5 | 3.3 |
Standard Deviation(%) | NA | 14.4 | 14.7 | 11.7 | 15.8 | 15.8 | 8.6 |
Treynor Ratio | NA | 0.02 | 0.06 | 0.25 | -0.28 | 0.15 | 0.29 |
Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.03 |
Beta | NA | 0.49 | 0.46 | 0.54 | 0.38 | 0.76 | 0.26 |
RSquared | NA | 0.46 | 0.36 | 0.48 | 0.35 | 0.44 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2020
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