Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPRGX (KP Retirement Path 2045 Fund) | NA | 12.74% | 8.75% | 10.89% | 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 |
|---|---|---|
| KPRGX (KP Retirement Path 2045 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 (%) | -0.65 | 12.74 | 8.75 | 10.89 | NA | NA | NA | … | … | 11.61 | 23.14 | -7.27 | 21.02 | 8.03 | -0.67 | 4.69 |
| Sharpe Ratio | NA | 0.50 | 0.43 | 0.66 | NA | NA | NA | … | … | 0.44 | 2.37 | -0.62 | 3.63 | 0.61 | -0.06 | 0.50 |
| Standard Deviation(%) | NA | 26.32 | 18.00 | 15.31 | NA | NA | NA | … | … | 26.90 | 9.16 | 13.85 | 5.64 | 12.79 | 12.66 | 9.77 |
| Draw Down(%) | NA | 30.53 | 30.53 | 30.53 | NA | NA | NA | … | … | 30.53 | 5.10 | 15.78 | 1.73 | 10.88 | 12.34 | 8.21 |
| Yield(%) | 73.32 | 51.20 | 20.73 | 16.48 | 8.57 | 5.71 | 4.29 | … | … | 47.25 | 7.45 | 6.26 | 4.33 | 3.34 | 2.82 | 2.89 |
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 |
|---|---|---|---|---|
| KPRGX (KP Retirement Path 2045 Fund) |
1.54%
Mar 2017 – Mar 2020 |
2.73%
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 |
|---|---|---|---|---|
| KPRGX (KP Retirement Path 2045 Fund) |
12.50%
Feb 2016 – Feb 2019 |
9.86%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart