Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/15/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPLCX (KP US Large Cap Equity Fund) | NA | 17.17% | 12.48% | 14.24% | NA | NA | NA | 14.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPLCX (KP US Large Cap Equity Fund) | 01/13/2014 | 12/15/2020 |
The return data shown below all have the same latest date: 12/15/2020.
AR inception is since 01/13/2014.
AR inception is since 01/13/2014.
| 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 (%) | -1.46 | 17.17 | 12.48 | 14.24 | NA | NA | NA | 14.50 | 15.79 | 29.32 | -4.82 | 23.84 | 10.04 | 2.96 | 12.69 |
| Sharpe Ratio | NA | 0.52 | 0.49 | 0.70 | NA | NA | NA | 0.66 | 0.47 | 2.21 | -0.36 | 3.29 | 0.71 | 0.19 | 1.07 |
| Standard Deviation(%) | NA | 34.15 | 23.29 | 19.37 | NA | NA | NA | 18.02 | 34.90 | 12.62 | 17.22 | 7.09 | 13.78 | 15.58 | 12.22 |
| Draw Down(%) | NA | 33.83 | 33.83 | 33.83 | NA | NA | NA | 33.83 | 33.83 | 6.83 | 19.50 | 2.57 | 12.12 | 11.68 | 7.51 |
| Yield(%) | 0.00 | 70.38 | 29.01 | 23.57 | 13.57 | 9.05 | 6.79 | 22.62 | 67.38 | 6.22 | 7.92 | 7.81 | 4.16 | 5.36 | 3.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPLCX (KP US Large Cap Equity Fund) |
4.77%
Mar 2017 - Mar 2020 |
6.14%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPLCX (KP US Large Cap Equity Fund) |
17.07%
Sep 2015 - Sep 2018 |
13.90%
Aug 2015 - Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart