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KPRAX: KP Retirement Path 2015 Fund (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2010-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/13/2014 |
| Last Dividend Date: | 12/08/2020 |
| 12-Mo. Yield | 33.37% |
| Expenses | 0.33% |
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Performance Analytics (As of 12/15/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/13/2014 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 9.0 | 6.5 | 6.9 | 5.5 | 8.2 | 14.1 | -2.7 | 10.0 | 5.4 | 0.0 | 4.1 |
| Sharpe Ratio | NA | 0.78 | 0.74 | 1.0 | 0.88 | 0.73 | 3.58 | -0.8 | 3.68 | 1.22 | 0.0 | 1.14 |
| Draw Down(%) | NA | 15.5 | 15.5 | 15.5 | 15.5 | 15.5 | 1.3 | 6.4 | 1.1 | 2.8 | 4.8 | 2.8 |
| Standard Deviation(%) | NA | 11.2 | 7.4 | 6.2 | 5.7 | 11.5 | 3.6 | 5.0 | 2.6 | 4.2 | 4.5 | 3.7 |
| Treynor Ratio | NA | 0.29 | 0.19 | 0.21 | 0.17 | 0.27 | 0.53 | -0.15 | 0.33 | 0.18 | 0.0 | 0.15 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.31 | 0.29 | 0.29 | 0.29 | 0.31 | 0.24 | 0.27 | 0.29 | 0.28 | 0.25 | 0.28 |
| RSquared | NA | 0.89 | 0.86 | 0.84 | 0.82 | 0.89 | 0.72 | 0.85 | 0.56 | 0.76 | 0.72 | 0.73 |
| Yield(%) | N/A | 33.4 | 14.4 | 10.6 | N/A | 29.0 | 6.5 | 5.8 | 4.5 | 3.2 | 3.2 | 3.1 |
| Dividend Growth(%) | N/A | 490.8 | 395.9 | N/A | N/A | 380.1 | 1.9 | 37.2 | 43.8 | -3.6 | 3.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
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