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KPRJX: KP Retirement Path 2060 Fund (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2056-2060 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/08/2020 |
12-Mo. Yield | 49.17% |
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 | -7.6 | 21.7 | 8.1 | -0.6 | 4.9 |
Sharpe Ratio | NA | 0.49 | 0.42 | 0.66 | 0.54 | 0.44 | 2.3 | -0.64 | 3.64 | 0.62 | -0.05 | 0.49 |
Draw Down(%) | NA | 31.6 | 31.6 | 31.6 | 31.6 | 31.6 | 5.5 | 16.5 | 1.8 | 10.9 | 12.4 | 8.2 |
Standard Deviation(%) | NA | 27.5 | 18.7 | 15.8 | 14.7 | 28.1 | 9.7 | 14.0 | 5.8 | 12.7 | 12.5 | 10.1 |
Treynor Ratio | NA | 0.18 | 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 | 0.77 | 0.91 | 0.76 | 0.83 |
RSquared | NA | 0.95 | 0.9 | 0.9 | 0.9 | 0.95 | 0.94 | 0.72 | 0.79 | 0.89 | 0.9 | 0.89 |
Yield(%) | N/A | 49.2 | 20.2 | 16.2 | N/A | 45.7 | 6.2 | 7.4 | 4.7 | 3.1 | 2.8 | 2.7 |
Dividend Growth(%) | N/A | 594.5 | 782.1 | N/A | N/A | 773.0 | -29.2 | 81.6 | 63.3 | 7.1 | 3.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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