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KAGIX: Kensington Dynamic Growth Fund Institutional Class Shares (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | (11%) |
Start Date: | 10/23/2020 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 0.57% |
Expenses | 1.42% |
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Performance Analytics (As of 03/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 8.9 | 25.5 | 5.7 | 7.6 | 11.0 | -9.6 | 11.8 | 1.5 |
Sharpe Ratio | NA | 2.94 | 1.96 | 0.26 | 0.41 | 1.4 | -0.69 | 0.75 | 0.94 |
Draw Down(%) | NA | 2.6 | 7.0 | 22.7 | 22.7 | 6.6 | 15.8 | 13.5 | 3.2 |
Standard Deviation(%) | NA | 13.1 | 11.1 | 13.6 | 14.0 | 11.5 | 15.9 | 15.8 | 8.6 |
Treynor Ratio | NA | 0.34 | 0.29 | 0.08 | 0.12 | 0.29 | -0.3 | 0.16 | 0.32 |
Alpha | NA | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 |
Beta | NA | 1.12 | 0.75 | 0.46 | 0.49 | 0.56 | 0.37 | 0.75 | 0.25 |
RSquared | NA | 0.93 | 0.65 | 0.37 | 0.39 | 0.49 | 0.34 | 0.44 | 0.23 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | 1.3 | 0.0 | 0.0 | 0.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2020
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