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KPRDX: KP Retirement Path 2030 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 45.15% |
Expenses | 0.40% |
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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(%) | -0.5 | 11.6 | 8.0 | 9.6 | 7.3 | 10.2 | 19.6 | -5.2 | 16.9 | 7.4 | -0.6 | 4.5 |
Sharpe Ratio | NA | 0.56 | 0.52 | 0.76 | 0.62 | 0.51 | 2.63 | -0.7 | 3.65 | 0.73 | -0.07 | 0.58 |
Draw Down(%) | NA | 24.8 | 24.8 | 24.8 | 24.8 | 24.8 | 3.5 | 12.1 | 1.4 | 8.3 | 10.0 | 6.5 |
Standard Deviation(%) | NA | 20.2 | 13.5 | 11.5 | 10.9 | 20.6 | 6.9 | 9.3 | 4.5 | 9.9 | 9.9 | 8.0 |
Treynor Ratio | NA | 0.12 | 0.08 | 0.1 | 0.07 | 0.11 | 0.2 | -0.07 | 0.17 | 0.08 | -0.01 | 0.05 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.93 | 0.92 | 0.93 | 0.92 | 0.93 | 0.91 | 0.88 | 0.95 | 0.95 | 0.91 | 0.95 |
RSquared | NA | 0.99 | 0.98 | 0.98 | 0.97 | 0.99 | 0.98 | 0.95 | 0.93 | 0.97 | 0.96 | 0.93 |
Yield(%) | N/A | 45.1 | 18.5 | 14.3 | N/A | 41.1 | 7.0 | 6.0 | 4.2 | 3.4 | 2.7 | 2.9 |
Dividend Growth(%) | N/A | 681.6 | 638.2 | N/A | N/A | 567.1 | 1.9 | 62.1 | 32.8 | 17.1 | -4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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