Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPRHX (KP Retirement Path 2050 Fund) | NA | 12.95% | 8.87% | 11.06% | NA | NA | NA | 9.72% |
Data as of 12/15/2020, AR inception is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRHX (KP Retirement Path 2050 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 (%) | -0.65 | 12.95 | 8.87 | 11.06 | NA | NA | NA | 9.72 | 11.82 | 23.52 | -7.52 | 21.53 | 8.14 | -0.70 | 4.68 |
| Sharpe Ratio | NA | 0.50 | 0.43 | 0.66 | NA | NA | NA | 0.54 | 0.44 | 2.34 | -0.64 | 3.61 | 0.62 | -0.06 | 0.49 |
| Standard Deviation(%) | NA | 27.02 | 18.38 | 15.59 | NA | NA | NA | 14.51 | 27.62 | 9.47 | 13.78 | 5.82 | 12.71 | 12.63 | 9.77 |
| Draw Down(%) | NA | 31.17 | 31.17 | 31.17 | NA | NA | NA | 31.17 | 31.17 | 5.29 | 16.25 | 1.81 | 10.87 | 12.36 | 8.21 |
| Yield(%) | 75.28 | 51.82 | 20.91 | 16.67 | 8.66 | 5.78 | 4.33 | 14.44 | 48.06 | 7.11 | 5.98 | 4.23 | 3.15 | 2.69 | 2.88 |
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 |
|---|---|---|---|---|
| KPRHX (KP Retirement Path 2050 Fund) |
1.39%
Mar 2017 - Mar 2020 |
2.69%
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 |
|---|---|---|---|---|
| KPRHX (KP Retirement Path 2050 Fund) |
12.67%
Sep 2015 - Sep 2018 |
10.01%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart