Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KPRJX (KP Retirement Path 2060 Fund) | NA | 13.11% | 8.93% | 11.12% | NA | NA | NA | 9.81% |
Data as of 12/15/2020, AR inception is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRJX (KP Retirement Path 2060 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 | 13.11 | 8.93 | 11.12 | NA | NA | NA | 9.81 | 11.97 | 23.74 | -7.65 | 21.67 | 8.07 | -0.60 | 4.86 |
| Sharpe Ratio | NA | 0.49 | 0.42 | 0.66 | NA | NA | NA | 0.54 | 0.44 | 2.30 | -0.64 | 3.64 | 0.62 | -0.05 | 0.49 |
| Standard Deviation(%) | NA | 27.53 | 18.72 | 15.82 | NA | NA | NA | 14.71 | 28.13 | 9.71 | 13.98 | 5.80 | 12.70 | 12.52 | 10.13 |
| Draw Down(%) | NA | 31.61 | 31.61 | 31.61 | NA | NA | NA | 31.61 | 31.61 | 5.46 | 16.52 | 1.80 | 10.94 | 12.35 | 8.21 |
| Yield(%) | 68.87 | 49.17 | 20.23 | 16.19 | 8.44 | 5.62 | 4.22 | 14.06 | 45.69 | 6.24 | 7.31 | 4.79 | 3.10 | 2.79 | 2.75 |
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 |
|---|---|---|---|---|
| KPRJX (KP Retirement Path 2060 Fund) |
1.30%
Mar 2017 - Mar 2020 |
2.64%
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 |
|---|---|---|---|---|
| KPRJX (KP Retirement Path 2060 Fund) |
12.70%
Sep 2015 - Sep 2018 |
10.05%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart