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KPRFX: KP Retirement Path 2040 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 50.48% |
Expenses | 0.43% |
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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(%) | -0.7 | 13.0 | 8.6 | 10.7 | 8.1 | 11.3 | 22.4 | -6.9 | 20.3 | 8.1 | -0.7 | 4.8 |
Sharpe Ratio | NA | 0.51 | 0.43 | 0.67 | 0.55 | 0.45 | 2.39 | -0.56 | 3.6 | 0.65 | -0.06 | 0.52 |
Draw Down(%) | NA | 29.5 | 29.5 | 29.5 | 29.5 | 29.5 | 4.8 | 15.1 | 1.7 | 10.4 | 11.9 | 7.9 |
Standard Deviation(%) | NA | 25.2 | 17.6 | 14.9 | 13.9 | 25.7 | 8.8 | 14.6 | 5.5 | 12.1 | 12.1 | 9.5 |
Treynor Ratio | NA | 0.14 | 0.11 | 0.13 | 0.1 | 0.13 | 0.67 | -0.12 | 0.21 | 0.08 | -0.01 | 0.05 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.88 | 0.7 | 0.74 | 0.77 | 0.88 | 0.31 | 0.66 | 0.94 | 0.95 | 0.91 | 0.94 |
RSquared | NA | 0.91 | 0.68 | 0.72 | 0.76 | 0.91 | 0.39 | 0.46 | 0.92 | 0.97 | 0.96 | 0.94 |
Yield(%) | N/A | 50.5 | 20.5 | 16.2 | N/A | 46.5 | 7.6 | 6.3 | 4.4 | 3.4 | 2.7 | 3.0 |
Dividend Growth(%) | N/A | 736.1 | 734.4 | N/A | N/A | 605.1 | 4.0 | 66.7 | 36.4 | 22.2 | -10.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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