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 |
|---|---|---|---|---|---|---|---|---|
| KPREX (KP Retirement Path 2035 Fund) | NA | -32.84% | -8.61% | -0.45% | NA | NA | NA | 0.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPREX (KP Retirement Path 2035 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 (%) | 0.00 | -32.84 | -8.61 | -0.45 | NA | NA | NA | 0.16 | -33.45 | 21.30 | -6.24 | 18.94 | 7.90 | -0.72 | 4.68 |
| Sharpe Ratio | NA | -0.58 | -0.28 | -0.04 | NA | NA | NA | -0.02 | -0.61 | 2.50 | -0.47 | 3.60 | 0.68 | -0.07 | 0.54 |
| Standard Deviation(%) | NA | 56.22 | 34.10 | 26.99 | NA | NA | NA | 23.53 | 57.48 | 7.96 | 15.95 | 5.11 | 11.27 | 11.23 | 8.89 |
| Draw Down(%) | NA | 40.19 | 40.19 | 40.19 | NA | NA | NA | 40.19 | 40.19 | 4.25 | 13.88 | 1.58 | 9.54 | 11.15 | 7.37 |
| Yield(%) | 0.00 | 6.04 | 5.32 | 5.04 | 2.84 | 1.89 | 1.42 | 4.73 | 0.00 | 7.27 | 6.29 | 4.30 | 3.42 | 2.77 | 2.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPREX (KP Retirement Path 2035 Fund) |
2.05%
Mar 2017 - Mar 2020 |
2.95%
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 |
|---|---|---|---|---|
| KPREX (KP Retirement Path 2035 Fund) |
11.52%
Feb 2016 - Feb 2019 |
9.35%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart