Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPRDX (KP Retirement Path 2030 Fund) | NA | 11.15% | 7.97% | 9.55% | NA | NA | NA | … | … |
Data as of 12/15/2020, Common starting date is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRDX (KP Retirement Path 2030 Fund) | 01/13/2014 | 12/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 11.15 | 7.97 | 9.55 | NA | NA | NA | … | … | 10.24 | 19.62 | -5.20 | 16.93 | 7.43 | -0.65 | 4.51 |
| Sharpe Ratio | NA | 0.56 | 0.52 | 0.76 | NA | NA | NA | … | … | 0.51 | 2.63 | -0.70 | 3.65 | 0.73 | -0.07 | 0.58 |
| Standard Deviation(%) | NA | 20.16 | 13.45 | 11.53 | NA | NA | NA | … | … | 20.60 | 6.92 | 9.29 | 4.49 | 9.93 | 9.90 | 7.99 |
| Draw Down(%) | NA | 24.76 | 24.76 | 24.76 | NA | NA | NA | … | … | 24.76 | 3.54 | 12.13 | 1.42 | 8.31 | 9.97 | 6.54 |
| Yield(%) | 59.56 | 45.15 | 18.53 | 14.33 | 7.50 | 5.00 | 3.75 | … | … | 41.14 | 6.99 | 6.04 | 4.21 | 3.36 | 2.74 | 2.91 |
Data as of 12/15/2020, Common starting date is 01/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPRDX (KP Retirement Path 2030 Fund) |
2.46%
Mar 2017 – Mar 2020 |
3.05%
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 |
|---|---|---|---|---|
| KPRDX (KP Retirement Path 2030 Fund) |
10.46%
Feb 2016 – Feb 2019 |
8.79%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart