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KPLCX: KP US Large Cap Equity Fund (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/04/2020 |
12-Mo. Yield | 70.38% |
Expenses | 0.30% |
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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(%) | -1.5 | 18.0 | 12.5 | 14.2 | 12.4 | 15.8 | 29.3 | -4.8 | 23.8 | 10.0 | 3.0 | 12.7 |
Sharpe Ratio | NA | 0.52 | 0.49 | 0.7 | 0.66 | 0.47 | 2.21 | -0.36 | 3.29 | 0.71 | 0.19 | 1.07 |
Draw Down(%) | NA | 33.8 | 33.8 | 33.8 | 33.8 | 33.8 | 6.8 | 19.5 | 2.6 | 12.1 | 11.7 | 7.5 |
Standard Deviation(%) | NA | 34.2 | 23.3 | 19.4 | 18.0 | 34.9 | 12.6 | 17.2 | 7.1 | 13.8 | 15.6 | 12.2 |
Treynor Ratio | NA | 0.18 | 0.12 | 0.14 | 0.12 | 0.17 | 0.28 | -0.06 | 0.22 | 0.09 | 0.03 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 |
Beta | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 1.01 | 1.0 | 1.04 | 1.04 | 0.99 | 1.05 |
RSquared | NA | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.98 |
Yield(%) | N/A | 70.4 | 29.0 | 23.6 | N/A | 67.4 | 6.2 | 7.9 | 7.8 | 4.1 | 5.4 | 3.1 |
Dividend Growth(%) | N/A | 880.5 | 817.6 | N/A | N/A | 1251.4 | -32.0 | 17.0 | 104.7 | -25.9 | 87.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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