Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAGAX (Kensington Dynamic Growth Fund Class A Shares) | 18.08% | 35.73% | 21.43% | 13.12% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAGAX (Kensington Dynamic Growth Fund Class A Shares) | 10/23/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 35.73 | 21.43 | 13.12 | NA | NA | NA | … | … | 18.08 | 37.16 | 0.30 | 15.29 | -8.96 | 20.46 | 1.35 |
| Sharpe Ratio | NA | 2.98 | 1.40 | 0.80 | NA | NA | NA | … | … | 4.70 | 2.19 | -0.27 | 1.09 | -0.67 | 1.50 | 0.86 |
| Standard Deviation(%) | NA | 11.58 | 12.92 | 13.19 | NA | NA | NA | … | … | 10.04 | 15.69 | 12.43 | 10.77 | 15.63 | 13.60 | 8.57 |
| Draw Down(%) | NA | 6.68 | 14.10 | 16.19 | NA | NA | NA | … | … | 4.31 | 6.68 | 14.10 | 6.60 | 15.77 | 6.69 | 3.30 |
| Yield(%) | 0.00 | 10.05 | 6.93 | 5.83 | 3.30 | 2.20 | 1.65 | … | … | 0.22 | 12.09 | 7.05 | 1.08 | 0.91 | 9.13 | 0.35 |
Data as of 06/03/2026, Common starting date is 10/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAGAX (Kensington Dynamic Growth Fund Class A Shares) |
-1.67%
Oct 2021 – Oct 2024 |
10.11%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAGAX (Kensington Dynamic Growth Fund Class A Shares) |
21.38%
May 2023 – May 2026 |
13.05%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
