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KPRIX: KP Retirement Path 2055 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2051-2055 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 51.06% |
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 | 13.8 | 8.9 | 11.1 | 8.4 | 12.0 | 23.7 | -7.7 | 21.6 | 8.2 | -0.7 | 4.7 |
Sharpe Ratio | NA | 0.49 | 0.42 | 0.65 | 0.54 | 0.44 | 2.3 | -0.64 | 3.59 | 0.63 | -0.05 | 0.5 |
Draw Down(%) | NA | 31.6 | 31.6 | 31.6 | 31.6 | 31.6 | 5.4 | 16.5 | 1.8 | 10.9 | 12.4 | 8.2 |
Standard Deviation(%) | NA | 27.6 | 18.7 | 15.8 | 14.7 | 28.2 | 9.7 | 13.9 | 5.9 | 12.7 | 12.6 | 9.8 |
Treynor Ratio | NA | 0.17 | 0.1 | 0.13 | 0.1 | 0.16 | 0.3 | -0.13 | 0.27 | 0.09 | -0.01 | 0.06 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.02 | -0.01 | -0.01 | -0.03 |
Beta | NA | 0.77 | 0.76 | 0.77 | 0.77 | 0.77 | 0.75 | 0.69 | 0.79 | 0.91 | 0.77 | 0.8 |
RSquared | NA | 0.95 | 0.9 | 0.9 | 0.9 | 0.95 | 0.94 | 0.72 | 0.8 | 0.89 | 0.89 | 0.89 |
Yield(%) | N/A | 51.1 | 20.6 | 16.4 | N/A | 47.3 | 7.1 | 5.5 | 3.9 | 2.8 | 3.1 | 3.2 |
Dividend Growth(%) | N/A | 884.6 | 753.8 | N/A | N/A | 682.4 | 10.4 | 67.5 | 48.1 | -12.9 | -3.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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