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KAIIX: KAIIX (MUTUAL FUND)


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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)

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Last 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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