Find A Portfolio/Ticker
Comparison Box
KPRBX: KP Retirement Path 2020 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 36.47% |
Expenses | 0.35% |
Sign up to get fund ranking change alerts |
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(%) | -0.4 | 9.4 | 6.8 | 7.6 | 6.0 | 8.5 | 15.7 | -3.4 | 12.0 | 5.9 | -0.1 | 4.5 |
Sharpe Ratio | NA | 0.68 | 0.65 | 0.91 | 0.79 | 0.63 | 3.17 | -0.77 | 3.66 | 0.99 | -0.02 | 0.95 |
Draw Down(%) | NA | 18.0 | 18.0 | 18.0 | 18.0 | 18.0 | 2.0 | 7.9 | 1.2 | 4.4 | 6.2 | 3.7 |
Standard Deviation(%) | NA | 13.4 | 8.9 | 7.5 | 7.0 | 13.7 | 4.5 | 6.1 | 3.1 | 5.8 | 5.9 | 4.9 |
Treynor Ratio | NA | 0.27 | 0.69 | 0.71 | 0.48 | 0.25 | 7.73 | -0.37 | 0.14 | 0.08 | 0.0 | 0.06 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.34 | 0.08 | 0.1 | 0.11 | 0.34 | 0.02 | 0.12 | 0.8 | 0.7 | 0.69 | 0.72 |
RSquared | NA | 0.39 | 0.11 | 0.13 | 0.15 | 0.39 | 0.05 | 0.2 | 0.85 | 0.95 | 0.94 | 0.9 |
Yield(%) | N/A | 36.5 | 15.4 | 11.5 | N/A | 32.2 | 6.7 | 5.9 | 4.2 | 3.1 | 2.7 | 2.9 |
Dividend Growth(%) | N/A | 549.5 | 501.5 | N/A | N/A | 427.3 | 3.1 | 52.4 | 40.0 | 11.1 | -6.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)