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KPRGX: KP Retirement Path 2045 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 51.20% |
Expenses | 0.44% |
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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(%) | -0.6 | 13.4 | 8.8 | 10.9 | 8.3 | 11.6 | 23.1 | -7.3 | 21.0 | 8.0 | -0.7 | 4.7 |
Sharpe Ratio | NA | 0.5 | 0.43 | 0.66 | 0.54 | 0.44 | 2.37 | -0.62 | 3.63 | 0.61 | -0.06 | 0.5 |
Draw Down(%) | NA | 30.5 | 30.5 | 30.5 | 30.5 | 30.5 | 5.1 | 15.8 | 1.7 | 10.9 | 12.3 | 8.2 |
Standard Deviation(%) | NA | 26.3 | 18.0 | 15.3 | 14.3 | 26.9 | 9.2 | 13.9 | 5.6 | 12.8 | 12.7 | 9.8 |
Treynor Ratio | NA | 0.15 | 0.1 | 0.12 | 0.09 | 0.13 | 0.42 | -0.11 | 0.22 | 0.08 | -0.01 | 0.05 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.89 | 0.81 | 0.83 | 0.85 | 0.89 | 0.52 | 0.75 | 0.93 | 0.99 | 0.95 | 0.96 |
RSquared | NA | 0.96 | 0.84 | 0.86 | 0.87 | 0.96 | 0.63 | 0.63 | 0.93 | 0.97 | 0.96 | 0.94 |
Yield(%) | N/A | 51.2 | 20.7 | 16.5 | N/A | 47.2 | 7.4 | 6.3 | 4.3 | 3.3 | 2.8 | 2.9 |
Dividend Growth(%) | N/A | 754.2 | 754.0 | N/A | N/A | 639.0 | 1.8 | 69.0 | 38.8 | 12.7 | -1.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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