Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KB (KB Financial Group Inc.) | 24.92% | 36.11% | 47.79% | 20.96% | 18.23% | 8.69% | 4.05% | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KB (KB Financial Group Inc.) | 11/02/2001 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.36 | 36.11 | 47.79 | 20.96 | 18.23 | 8.69 | 4.05 | … | … | 24.92 | 52.86 | 39.47 | 7.01 | -16.25 | 16.57 | -0.46 | 2.84 | -25.34 | 71.01 | 26.53 | -11.99 | -17.79 | 14.24 | 14.55 | -39.53 | 4.16 | 94.87 | -64.27 | -9.08 | 7.94 | 92.54 | 3.28 | 9.60 | -9.13 | 42.83 |
| Sharpe Ratio | NA | 1.01 | 1.21 | 0.52 | 0.49 | NA | NA | … | … | 1.28 | 1.46 | 0.82 | 0.11 | -0.55 | 0.57 | -0.01 | 0.06 | -0.97 | 2.80 | 0.92 | -0.42 | -0.73 | 0.64 | 0.50 | -0.93 | 0.09 | 1.32 | -0.73 | -0.30 | 0.12 | 3.06 | 0.06 | 0.20 | -0.22 | 14.40 |
| Standard Deviation(%) | NA | 35.92 | 35.07 | 33.11 | 32.64 | NA | NA | … | … | 36.91 | 35.03 | 40.55 | 25.84 | 32.02 | 29.22 | 47.75 | 24.42 | 27.44 | 25.23 | 28.50 | 28.87 | 24.40 | 22.15 | 29.08 | 42.47 | 43.11 | 71.79 | 89.13 | 40.80 | 37.53 | 29.54 | 40.40 | 44.28 | 45.50 | 62.46 |
| Draw Down(%) | NA | 17.50 | 34.41 | 42.89 | 64.08 | NA | NA | … | … | 17.50 | 25.43 | 21.35 | 26.86 | 44.57 | 19.55 | 48.90 | 29.08 | 37.93 | 17.84 | 16.71 | 28.06 | 20.71 | 22.96 | 29.02 | 46.11 | 28.15 | 45.93 | 79.95 | 33.14 | 25.69 | 14.48 | 38.65 | 38.75 | 43.75 | 10.98 |
| Yield(%) | 0.00 | 1.59 | 5.48 | 4.28 | 6.10 | 2.81 | 1.35 | … | … | 0.00 | 4.39 | 6.96 | 3.00 | 4.77 | 6.21 | 3.84 | 4.26 | 2.83 | 4.97 | 0.00 | 2.63 | 1.80 | 1.31 | 0.00 | 1.16 | 0.15 | 0.77 | 0.00 | 0.00 | 0.00 | 1.37 | 0.00 | 2.33 | 0.00 | 0.30 |
Data as of 06/04/2026, Common starting date is 11/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KB (KB Financial Group Inc.) |
-37.13%
Feb 2006 – Feb 2009 |
-18.76%
May 2007 – May 2012 |
-10.16%
Feb 2006 – Feb 2016 |
-4.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KB (KB Financial Group Inc.) |
56.51%
Mar 2003 – Mar 2006 |
30.75%
Jun 2020 – Jun 2025 |
21.08%
Feb 2016 – Feb 2026 |
9.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart