Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCSIX (Kngt Clb Sml Cp) | 15.78% | 35.77% | 18.81% | 8.20% | 10.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCSIX (Kngt Clb Sml Cp) | 03/02/2015 | 06/03/2026 |
| 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 (%) | -1.17 | 35.77 | 18.81 | 8.20 | 10.43 | NA | NA | … | … | 15.78 | 11.42 | 15.30 | 16.27 | -20.48 | 23.97 | 13.90 | 24.46 | -15.80 | 15.38 | 15.54 | -6.17 |
| Sharpe Ratio | NA | 2.04 | 0.84 | 0.27 | 0.39 | NA | NA | … | … | 2.21 | 0.40 | 0.63 | 0.71 | -0.82 | 1.08 | 0.32 | 1.43 | -0.89 | 1.17 | 0.91 | -0.44 |
| Standard Deviation(%) | NA | 17.41 | 19.47 | 21.13 | 22.94 | NA | NA | … | … | 19.30 | 21.33 | 18.65 | 18.03 | 26.86 | 22.07 | 42.94 | 16.07 | 19.29 | 12.68 | 16.79 | 16.68 |
| Draw Down(%) | NA | 8.96 | 26.25 | 30.89 | 45.38 | NA | NA | … | … | 8.96 | 23.75 | 8.98 | 13.85 | 28.24 | 10.85 | 43.75 | 9.41 | 28.14 | 5.97 | 14.30 | 13.02 |
| Yield(%) | 0.00 | 12.51 | 8.80 | 6.56 | 6.90 | 4.35 | 3.26 | … | … | 0.18 | 11.77 | 9.34 | 2.38 | 1.17 | 12.84 | 0.00 | 0.30 | 9.64 | 5.37 | 0.27 | 0.19 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| KCSIX (Kngt Clb Sml Cp) |
-6.58%
Mar 2017 – Mar 2020 |
0.54%
Apr 2015 – Apr 2020 |
5.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCSIX (Kngt Clb Sml Cp) |
20.68%
Dec 2018 – Dec 2021 |
15.12%
Mar 2020 – Mar 2025 |
10.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart