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KAIIX: KAIIX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/03/2019 |
Last Dividend Date: | - |
12-Mo. Yield | 0.95% |
Expenses | 1.00% |
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Performance Analytics (As of 03/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/09/2020 |
2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 73.8 | 28.0 | 4.9 | 17.1 | 11.7 |
Sharpe Ratio | NA | 3.46 | 0.94 | 1.57 | 0.57 | 7.68 |
Draw Down(%) | NA | 7.9 | 31.4 | 4.5 | 31.4 | 1.3 |
Standard Deviation(%) | NA | 21.3 | 25.3 | 15.7 | 29.5 | 7.4 |
Treynor Ratio | NA | 0.91 | 0.29 | 0.31 | 0.21 | 0.72 |
Alpha | NA | 0.02 | 0.01 | 0.02 | 0.0 | 0.04 |
Beta | NA | 0.81 | 0.81 | 0.79 | 0.81 | 0.79 |
RSquared | NA | 0.9 | 0.92 | 0.77 | 0.94 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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