Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPRCX (KP Retirement Path 2025 Fund) | NA | 10.33% | 7.46% | 8.65% | NA | NA | NA | 7.81% |
Data as of 12/15/2020, AR inception is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRCX (KP Retirement Path 2025 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 (%) | -0.37 | 10.33 | 7.46 | 8.65 | NA | NA | NA | 7.81 | 9.46 | 17.71 | -4.28 | 14.60 | 6.64 | -0.37 | 4.54 |
| Sharpe Ratio | NA | 0.61 | 0.58 | 0.83 | NA | NA | NA | 0.69 | 0.56 | 2.82 | -0.72 | 3.58 | 0.84 | -0.05 | 0.73 |
| Standard Deviation(%) | NA | 16.83 | 11.23 | 9.53 | NA | NA | NA | 8.94 | 17.20 | 5.77 | 7.74 | 3.92 | 7.69 | 7.96 | 6.37 |
| Draw Down(%) | NA | 21.45 | 21.45 | 21.45 | NA | NA | NA | 21.45 | 21.45 | 2.82 | 10.10 | 1.32 | 6.22 | 8.07 | 5.05 |
| Yield(%) | 50.16 | 40.60 | 16.86 | 12.79 | 6.74 | 4.50 | 3.37 | 11.24 | 36.54 | 6.67 | 5.87 | 4.04 | 3.20 | 2.60 | 2.84 |
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 |
|---|---|---|---|---|
| KPRCX (KP Retirement Path 2025 Fund) |
2.75%
Mar 2017 - Mar 2020 |
3.09%
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 |
|---|---|---|---|---|
| KPRCX (KP Retirement Path 2025 Fund) |
8.98%
Feb 2016 - Feb 2019 |
8.02%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart