Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAMAX (Kensington Managed Income Fund Class A Shares) | NA | -5.74% | 1.12% | NA | NA | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 06/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAMAX (Kensington Managed Income Fund Class A Shares) | 06/14/2019 | 04/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.74 | 1.12 | NA | NA | NA | NA | … | … | -1.66 | -6.82 | -2.04 | 5.69 | 1.49 |
| Sharpe Ratio | NA | -1.99 | -0.03 | NA | NA | NA | NA | … | … | -3.90 | -1.86 | -0.73 | 1.28 | 0.79 |
| Standard Deviation(%) | NA | 4.62 | 3.50 | NA | NA | NA | NA | … | … | 3.00 | 4.44 | 2.83 | 4.24 | 1.94 |
| Draw Down(%) | NA | 6.73 | 11.55 | NA | NA | NA | NA | … | … | 2.75 | 7.29 | 4.87 | 4.55 | 1.08 |
| Yield(%) | 0.75 | 1.22 | 1.85 | 1.36 | 0.68 | 0.45 | 0.34 | … | … | 0.74 | 0.51 | 2.23 | 2.10 | 1.00 |
Data as of 04/06/2023, Common starting date is 06/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAMAX (Kensington Managed Income Fund Class A Shares) |
0.11%
Feb 2020 – Feb 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAMAX (Kensington Managed Income Fund Class A Shares) |
1.92%
Jul 2019 – Jul 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart