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KAGCX: Kensington Dynamic Growth Fund Class C Shares (MUTUAL FUND)
Basic Info 11.81 0.05(0.42%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (10%) |
Start Date: | 10/23/2020 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.36% |
Expenses | 1.42% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.2 | 4.0 | 15.0 | 2.7 | 6.5 | 14.5 | -9.7 | 10.6 | 1.4 |
Sharpe Ratio | NA | 1.78 | 1.48 | 0.14 | 0.32 | 0.96 | -0.7 | 0.67 | 0.89 |
Draw Down(%) | NA | 2.5 | 6.7 | 23.0 | 23.0 | 6.7 | 16.0 | 13.7 | 3.2 |
Standard Deviation(%) | NA | 13.4 | 11.2 | 13.7 | 14.0 | 10.8 | 15.9 | 15.8 | 8.5 |
Treynor Ratio | NA | 0.22 | 0.22 | 0.04 | 0.09 | 0.18 | -0.29 | 0.14 | 0.31 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.02 |
Beta | NA | 1.1 | 0.75 | 0.47 | 0.49 | 0.56 | 0.38 | 0.76 | 0.24 |
RSquared | NA | 0.93 | 0.66 | 0.37 | 0.39 | 0.51 | 0.35 | 0.44 | 0.22 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2020
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