Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAMIX (Kensington Managed Income Fund Institutional Class Shares) | 1.72% | 6.77% | 5.57% | 1.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAMIX (Kensington Managed Income Fund Institutional Class Shares) | 06/14/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.77 | 5.57 | 1.56 | NA | NA | NA | … | … | 1.72 | 5.30 | 4.39 | 3.96 | -6.11 | 1.28 | 8.14 | 2.68 |
| Sharpe Ratio | NA | 1.52 | 0.68 | -0.26 | NA | NA | NA | … | … | 0.54 | 0.72 | 0.24 | 0.08 | -1.91 | 0.55 | 1.97 | 2.21 |
| Standard Deviation(%) | NA | 3.06 | 3.49 | 3.48 | NA | NA | NA | … | … | 3.74 | 3.36 | 3.22 | 3.68 | 3.97 | 2.28 | 3.99 | 1.67 |
| Draw Down(%) | NA | 2.55 | 3.25 | 10.11 | NA | NA | NA | … | … | 2.55 | 3.25 | 2.02 | 2.41 | 7.06 | 2.98 | 4.45 | 0.76 |
| Yield(%) | 0.00 | 5.65 | 5.20 | 3.58 | 2.35 | 1.57 | 1.18 | … | … | 1.06 | 5.48 | 5.55 | 4.13 | 0.70 | 3.35 | 2.27 | 1.08 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| KAMIX (Kensington Managed Income Fund Institutional Class Shares) |
-1.16%
Jun 2021 – Jun 2024 |
1.41%
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 |
|---|---|---|---|---|
| KAMIX (Kensington Managed Income Fund Institutional Class Shares) |
5.65%
May 2023 – May 2026 |
2.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart