Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSCD (KFA Small Cap Quality Dividend Index ETF) | NA | 7.33% | 5.59% | NA | NA | NA | NA | … | … |
Data as of 02/09/2023, Common starting date is 06/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSCD (KFA Small Cap Quality Dividend Index ETF) | 06/12/2019 | 02/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.33 | 5.59 | NA | NA | NA | NA | … | … | 1.89 | -10.54 | 15.90 | -3.70 | 4.58 |
| Sharpe Ratio | NA | 0.27 | 0.18 | NA | NA | NA | NA | … | … | 1.35 | -0.63 | 0.86 | -0.09 | 0.60 |
| Standard Deviation(%) | NA | 21.05 | 28.97 | NA | NA | NA | NA | … | … | 11.79 | 19.04 | 18.54 | 41.67 | 11.98 |
| Draw Down(%) | NA | 16.18 | 32.83 | NA | NA | NA | NA | … | … | 3.46 | 19.23 | 11.14 | 33.41 | 5.13 |
| Yield(%) | 0.00 | 4.71 | 2.92 | 1.99 | 1.00 | 0.66 | 0.50 | … | … | 0.00 | 4.43 | 2.38 | 1.52 | 0.75 |
Data as of 02/09/2023, Common starting date is 06/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCD (KFA Small Cap Quality Dividend Index ETF) |
-0.53%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCD (KFA Small Cap Quality Dividend Index ETF) |
6.22%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart