Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPRIX (KP Retirement Path 2055 Fund) | NA | 13.06% | 8.92% | 11.11% | NA | NA | NA | 9.78% |
Data as of 12/15/2020, AR inception is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRIX (KP Retirement Path 2055 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 (%) | -0.63 | 13.06 | 8.92 | 11.11 | NA | NA | NA | 9.78 | 11.98 | 23.72 | -7.68 | 21.60 | 8.18 | -0.66 | 4.74 |
| Sharpe Ratio | NA | 0.49 | 0.42 | 0.65 | NA | NA | NA | 0.54 | 0.44 | 2.30 | -0.64 | 3.59 | 0.63 | -0.05 | 0.50 |
| Standard Deviation(%) | NA | 27.56 | 18.73 | 15.82 | NA | NA | NA | 14.69 | 28.17 | 9.68 | 13.95 | 5.87 | 12.69 | 12.62 | 9.77 |
| Draw Down(%) | NA | 31.62 | 31.62 | 31.62 | NA | NA | NA | 31.62 | 31.62 | 5.41 | 16.53 | 1.81 | 10.93 | 12.36 | 8.21 |
| Yield(%) | 73.16 | 51.06 | 20.56 | 16.43 | 8.55 | 5.70 | 4.28 | 14.25 | 47.30 | 7.02 | 5.48 | 3.88 | 2.85 | 3.04 | 3.15 |
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 |
|---|---|---|---|---|
| KPRIX (KP Retirement Path 2055 Fund) |
1.33%
Mar 2017 - Mar 2020 |
2.65%
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 |
|---|---|---|---|---|
| KPRIX (KP Retirement Path 2055 Fund) |
12.71%
Sep 2015 - Sep 2018 |
10.04%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart