Find A Portfolio/Ticker
Comparison Box
KPSCX: KP US Small Cap Equity Fund (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/13/2014 |
Last Dividend Date: | 12/04/2020 |
12-Mo. Yield | 54.05% |
Expenses | 0.52% |
Sign up to get fund ranking change alerts |
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 | 20.0 | 10.6 | 13.4 | 9.6 | 17.7 | 25.7 | -9.3 | 18.0 | 18.4 | -4.7 | 5.6 |
Sharpe Ratio | NA | 0.48 | 0.35 | 0.55 | 0.42 | 0.44 | 1.59 | -0.6 | 1.51 | 1.01 | -0.29 | 0.36 |
Draw Down(%) | NA | 41.7 | 41.7 | 41.7 | 41.7 | 41.7 | 8.4 | 26.2 | 5.9 | 15.8 | 16.0 | 13.0 |
Standard Deviation(%) | NA | 41.0 | 27.3 | 23.2 | 21.5 | 41.9 | 15.2 | 17.6 | 11.5 | 18.1 | 16.3 | 16.0 |
Treynor Ratio | NA | 0.18 | 0.09 | 0.12 | 0.08 | 0.17 | 0.22 | -0.11 | 0.12 | 0.15 | -0.05 | 0.05 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | -0.02 | -0.04 | 0.01 | -0.02 | -0.04 |
Beta | NA | 1.07 | 1.05 | 1.07 | 1.07 | 1.07 | 1.09 | 0.93 | 1.42 | 1.24 | 0.94 | 1.19 |
RSquared | NA | 0.83 | 0.82 | 0.81 | 0.8 | 0.83 | 0.8 | 0.81 | 0.67 | 0.81 | 0.8 | 0.73 |
Yield(%) | N/A | 54.0 | 22.9 | 19.1 | N/A | 51.6 | 4.4 | 13.3 | 10.3 | 0.9 | 2.8 | 0.9 |
Dividend Growth(%) | N/A | 282.7 | 1873.5 | N/A | N/A | 1319.5 | -74.7 | 39.7 | 1350.0 | -72.4 | 222.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |