It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
KPREX: KP Retirement Path 2035 Fund (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/13/2014 |
| Last Dividend Date: | 12/30/2019 |
| 12-Mo. Yield | 6.04% |
| Expenses | 0.42% |
| Sign up to get fund ranking change alerts | |
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(%) | -40.1 | -32.6 | -8.6 | -0.4 | 0.1 | -33.4 | 21.3 | -6.2 | 18.9 | 7.9 | -0.7 | 4.7 |
| Sharpe Ratio | NA | -0.58 | -0.28 | -0.04 | -0.02 | -0.61 | 2.5 | -0.47 | 3.6 | 0.68 | -0.07 | 0.54 |
| Draw Down(%) | NA | 40.2 | 40.2 | 40.2 | 40.2 | 40.2 | 4.3 | 13.9 | 1.6 | 9.5 | 11.2 | 7.4 |
| Standard Deviation(%) | NA | 56.2 | 34.1 | 27.0 | 23.5 | 57.5 | 8.0 | 16.0 | 5.1 | 11.3 | 11.2 | 8.9 |
| Treynor Ratio | NA | -0.34 | -0.1 | -0.01 | 0.0 | -0.36 | 0.21 | -0.09 | 0.19 | 0.08 | -0.01 | 0.05 |
| Alpha | NA | -0.17 | -0.05 | -0.03 | -0.02 | -0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.97 | 0.95 | 0.95 | 0.95 | 0.97 | 0.94 | 0.88 | 0.97 | 0.98 | 0.93 | 0.95 |
| RSquared | NA | 0.25 | 0.28 | 0.33 | 0.37 | 0.25 | 0.98 | 0.41 | 0.92 | 0.97 | 0.96 | 0.94 |
| Yield(%) | N/A | 6.0 | 5.3 | 5.0 | N/A | 0.0 | 7.3 | 6.3 | 4.3 | 3.4 | 2.8 | 2.9 |
| Dividend Growth(%) | N/A | 0.3 | 115.0 | N/A | N/A | -100.0 | 0.3 | 67.9 | 34.0 | 17.8 | -2.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2031-2035 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2031-2035
Best Mutual Funds
- ARLIX (ONE CHOICE 2035 PORTFOLIO I CLASS) (100%)
- ARYIX (ONE CHOICE 2035 PORTFOLIO INVESTOR CLASS) (99%)
- TRRJX (T. ROWE PRICE RETIREMENT 2035 FUND T. ROWE PRICE RETIREMENT 2035 FUND) (97%)
- VTTHX (VANGUARD TARGET RETIREMENT 2035 FUND INVESTOR SHARES) (96%)
- FFTHX (FIDELITY FREEDOM 2035 FUND FIDELITY FREEDOM 2035 FUND) (95%)
- ISQIX (VOYA SOLUTION 2035 PORTFOLIO CLASS I) (94%)
- TCLRX (TIAA-CREF LIFECYCLE 2035 FUND RETIREMENT CLASS) (92%)
- FITHX (FIDELITY ADVISOR FREEDOM 2035 FUND CLASS I) (91%)
- PRRYX (Putnam Retirement Ready 2035 Fd Cl Y Shs) (88%)
- GMHZX (MYDESTINATION 2035 FUND INVESTOR) (87%)
Latest Articles Related to KPREX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
