Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCMIX (KCM MACRO TRENDS FUND KCM MACRO TRENDS FUND INSTITUTIONAL CLASS SHARES) | NA | 16,064.28% | 424.01% | 180.65% | NA | NA | NA | … | … |
Data as of 04/26/2024, Common starting date is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCMIX (KCM MACRO TRENDS FUND KCM MACRO TRENDS FUND INSTITUTIONAL CLASS SHARES) | 03/21/2017 | 04/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13,693.95 | 16,064.28 | 424.01 | 180.65 | NA | NA | NA | … | … | 3.27 | 15.10 | -22.42 | 31.40 | 5.78 | 8.93 | -3.84 | 19.54 |
| Sharpe Ratio | NA | 1.68 | -0.06 | 0.21 | NA | NA | NA | … | … | 0.81 | 1.22 | -1.19 | 2.09 | 0.31 | 0.69 | -0.34 | 1.16 |
| Standard Deviation(%) | NA | 8.01 | 14.63 | 15.04 | NA | NA | NA | … | … | 8.45 | 9.00 | 20.10 | 15.03 | 17.72 | 10.94 | 15.29 | 21.50 |
| Draw Down(%) | NA | 6.31 | 28.46 | 28.46 | NA | NA | NA | … | … | 4.38 | 6.94 | 28.46 | 5.94 | 16.17 | 8.47 | 15.65 | 11.81 |
| Yield(%) | 0.00 | 1.46 | 7.76 | 5.81 | 5.96 | 3.98 | 2.98 | … | … | 102.43 | 1.48 | 0.00 | 26.05 | 0.00 | 1.37 | 17.93 | 13.78 |
Data as of 04/26/2024, Common starting date is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCMIX (KCM MACRO TRENDS FUND KCM MACRO TRENDS FUND INSTITUTIONAL CLASS SHARES) |
1.19%
Sep 2019 – Sep 2022 |
2.47%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCMIX (KCM MACRO TRENDS FUND KCM MACRO TRENDS FUND INSTITUTIONAL CLASS SHARES) |
14.83%
Dec 2018 – Dec 2021 |
8.57%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart