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KPRCX: KP Retirement Path 2025 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 40.60% |
Expenses | 0.37% |
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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(%) | -0.4 | 10.6 | 7.5 | 8.7 | 6.7 | 9.5 | 17.7 | -4.3 | 14.6 | 6.6 | -0.4 | 4.5 |
Sharpe Ratio | NA | 0.61 | 0.58 | 0.83 | 0.69 | 0.56 | 2.82 | -0.72 | 3.58 | 0.84 | -0.05 | 0.73 |
Draw Down(%) | NA | 21.5 | 21.5 | 21.5 | 21.5 | 21.5 | 2.8 | 10.1 | 1.3 | 6.2 | 8.1 | 5.0 |
Standard Deviation(%) | NA | 16.8 | 11.2 | 9.5 | 8.9 | 17.2 | 5.8 | 7.7 | 3.9 | 7.7 | 8.0 | 6.4 |
Treynor Ratio | NA | 0.22 | 0.33 | 0.36 | 0.24 | 0.21 | 3.39 | -0.27 | 0.15 | 0.08 | 0.0 | 0.06 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.47 | 0.19 | 0.22 | 0.25 | 0.47 | 0.05 | 0.2 | 0.91 | 0.83 | 0.81 | 0.83 |
RSquared | NA | 0.52 | 0.24 | 0.27 | 0.3 | 0.52 | 0.09 | 0.3 | 0.9 | 0.97 | 0.95 | 0.92 |
Yield(%) | N/A | 40.6 | 16.9 | 12.8 | N/A | 36.5 | 6.8 | 5.9 | 4.0 | 3.2 | 2.6 | 2.8 |
Dividend Growth(%) | N/A | 622.1 | 583.4 | N/A | N/A | 502.9 | 3.0 | 61.0 | 32.3 | 19.2 | -7.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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