Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPFIX (KP Fixed Income Fund) | NA | 6.33% | 4.84% | 4.62% | NA | NA | NA | 4.37% |
Data as of 12/15/2020, AR inception is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPFIX (KP Fixed Income Fund) | 01/13/2014 | 12/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 6.33 | 4.84 | 4.62 | NA | NA | NA | 4.37 | 6.05 | 9.57 | -0.86 | 4.38 | 4.19 | 0.45 | 2.68 |
| Sharpe Ratio | NA | 1.14 | 1.05 | 1.20 | NA | NA | NA | 1.07 | 1.18 | 2.83 | -0.90 | 1.59 | 1.58 | 0.15 | 1.43 |
| Standard Deviation(%) | NA | 5.06 | 3.66 | 3.22 | NA | NA | NA | 3.03 | 5.15 | 2.89 | 2.42 | 2.37 | 2.52 | 2.84 | 1.93 |
| Draw Down(%) | NA | 9.17 | 9.17 | 9.17 | NA | NA | NA | 9.17 | 9.17 | 1.79 | 2.69 | 1.30 | 3.26 | 2.15 | 0.98 |
| Yield(%) | 0.00 | 13.52 | 6.31 | 5.04 | 2.81 | 1.87 | 1.40 | 4.68 | 10.19 | 4.00 | 2.72 | 2.45 | 3.35 | 2.65 | 2.67 |
Data as of 12/15/2020, AR inception is 01/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPFIX (KP Fixed Income Fund) |
1.75%
Oct 2015 - Oct 2018 |
2.59%
Feb 2014 - Feb 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPFIX (KP Fixed Income Fund) |
5.38%
Jul 2017 - Jul 2020 |
4.56%
Jul 2015 - Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart