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 |
|---|---|---|---|---|---|---|---|---|
| KPRFX (KP Retirement Path 2040 Fund) | NA | 12.38% | 8.60% | 10.68% | NA | NA | NA | 9.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRFX (KP Retirement Path 2040 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 (%) | -0.65 | 12.38 | 8.60 | 10.68 | NA | NA | NA | 9.43 | 11.34 | 22.40 | -6.89 | 20.29 | 8.11 | -0.74 | 4.85 |
| Sharpe Ratio | NA | 0.51 | 0.43 | 0.67 | NA | NA | NA | 0.55 | 0.45 | 2.39 | -0.56 | 3.60 | 0.65 | -0.06 | 0.52 |
| Standard Deviation(%) | NA | 25.16 | 17.57 | 14.89 | NA | NA | NA | 13.88 | 25.71 | 8.77 | 14.59 | 5.49 | 12.14 | 12.07 | 9.52 |
| Draw Down(%) | NA | 29.53 | 29.53 | 29.53 | NA | NA | NA | 29.53 | 29.53 | 4.79 | 15.11 | 1.74 | 10.36 | 11.87 | 7.92 |
| Yield(%) | 71.53 | 50.48 | 20.48 | 16.22 | 8.45 | 5.63 | 4.22 | 14.08 | 46.46 | 7.57 | 6.31 | 4.41 | 3.42 | 2.75 | 2.94 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPRFX (KP Retirement Path 2040 Fund) |
1.69%
Mar 2017 - Mar 2020 |
2.80%
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 |
|---|---|---|---|---|
| KPRFX (KP Retirement Path 2040 Fund) |
12.17%
Feb 2016 - Feb 2019 |
9.69%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart