Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCGIX (Kngt Clb Larg Cp) | 13.21% | 33.12% | 25.61% | 13.42% | 15.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCGIX (Kngt Clb Larg Cp) | 03/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 33.12 | 25.61 | 13.42 | 15.65 | NA | NA | … | … | 13.21 | 15.10 | 27.88 | 38.13 | -31.49 | 19.60 | 33.86 | 30.72 | -5.21 | 26.72 | 2.89 | -2.25 |
| Sharpe Ratio | NA | 2.15 | 1.29 | 0.52 | 0.68 | NA | NA | … | … | 1.79 | 0.56 | 1.57 | 2.37 | -1.09 | 1.09 | 0.97 | 1.99 | -0.32 | 2.84 | 0.20 | -0.16 |
| Standard Deviation(%) | NA | 14.43 | 17.60 | 20.46 | 20.63 | NA | NA | … | … | 16.79 | 22.37 | 15.48 | 14.69 | 30.17 | 17.92 | 34.44 | 14.72 | 20.63 | 9.21 | 13.39 | 16.59 |
| Draw Down(%) | NA | 13.55 | 22.20 | 35.51 | 35.51 | NA | NA | … | … | 12.27 | 22.20 | 9.86 | 9.68 | 34.60 | 11.32 | 31.69 | 7.99 | 24.09 | 3.25 | 11.27 | 12.90 |
| Yield(%) | 0.00 | 6.68 | 3.65 | 4.60 | 7.37 | 4.79 | 3.59 | … | … | 0.00 | 6.85 | 0.90 | 0.20 | 0.02 | 14.80 | 7.00 | 6.45 | 11.23 | 1.15 | 0.35 | 0.13 |
Data as of 06/04/2026, Common starting date is 03/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCGIX (Kngt Clb Larg Cp) |
3.13%
Dec 2019 – Dec 2022 |
6.32%
Dec 2017 – Dec 2022 |
11.20%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCGIX (Kngt Clb Larg Cp) |
28.62%
Sep 2022 – Sep 2025 |
20.62%
Oct 2016 – Oct 2021 |
15.60%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart