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KPIEX: KP International Equity Fund (MUTUAL FUND)
Basic Info
Asset Class: | INTERNATIONAL EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/04/2020 |
12-Mo. Yield | 34.49% |
Expenses | 0.47% |
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Performance Analytics (As of 12/15/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/13/2014 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.8 | 5.0 | 8.7 | 5.0 | 6.1 | 22.9 | -13.7 | 29.0 | 3.0 | -2.8 | -3.3 |
Sharpe Ratio | NA | 0.27 | 0.21 | 0.48 | 0.29 | 0.21 | 2.11 | -1.15 | 3.9 | 0.17 | -0.19 | -0.33 |
Draw Down(%) | NA | 35.7 | 35.7 | 35.7 | 35.7 | 35.7 | 7.8 | 21.7 | 2.0 | 11.4 | 17.5 | 11.9 |
Standard Deviation(%) | NA | 27.7 | 18.7 | 16.6 | 15.5 | 28.3 | 10.2 | 13.1 | 7.3 | 16.4 | 14.4 | 10.2 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.09 | 0.05 | 0.07 | 0.23 | -0.17 | 0.31 | 0.03 | -0.03 | -0.04 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 |
Beta | NA | 0.92 | 0.92 | 0.93 | 0.92 | 0.92 | 0.94 | 0.91 | 0.92 | 0.94 | 0.9 | 0.86 |
RSquared | NA | 0.95 | 0.94 | 0.93 | 0.92 | 0.95 | 0.92 | 0.9 | 0.81 | 0.93 | 0.9 | 0.85 |
Yield(%) | N/A | 34.5 | 14.1 | 11.5 | N/A | 32.0 | 3.4 | 5.3 | 3.5 | 2.1 | 2.3 | 3.2 |
Dividend Growth(%) | N/A | 531.2 | 573.3 | N/A | N/A | 1025.8 | -48.3 | 93.5 | 72.2 | -14.3 | -34.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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