Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLCD (KFA Large Cap Quality Dividend Index ETF) | NA | -8.34% | 5.28% | NA | NA | NA | NA | … | … |
Data as of 02/09/2023, Common starting date is 06/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLCD (KFA Large Cap Quality Dividend Index ETF) | 06/12/2019 | 02/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.34 | 5.28 | NA | NA | NA | NA | … | … | 1.54 | -15.35 | 20.52 | 7.05 | 6.01 |
| Sharpe Ratio | NA | -0.49 | 0.20 | NA | NA | NA | NA | … | … | 1.09 | -0.79 | 1.42 | 0.20 | 0.96 |
| Standard Deviation(%) | NA | 20.40 | 23.95 | NA | NA | NA | NA | … | … | 11.22 | 21.37 | 14.47 | 33.27 | 10.26 |
| Draw Down(%) | NA | 16.28 | 36.05 | NA | NA | NA | NA | … | … | 2.97 | 17.49 | 6.12 | 36.05 | 4.04 |
| Yield(%) | 0.00 | 1.43 | 3.20 | 2.28 | 1.14 | 0.76 | 0.57 | … | … | 0.00 | 1.37 | 5.35 | 2.54 | 0.81 |
Data as of 02/09/2023, Common starting date is 06/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCD (KFA Large Cap Quality Dividend Index ETF) |
5.26%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLCD (KFA Large Cap Quality Dividend Index ETF) |
10.08%
Nov 2019 – Nov 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart