Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KABDX | 1.59% | 5.88% | 8.84% | 2.16% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KABDX | 11/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 5.88 | 8.84 | 2.16 | NA | NA | NA | … | … | 1.59 | 4.41 | 9.88 | 19.67 | -20.24 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.01 | 1.68 | -0.09 | NA | NA | NA | … | … | 0.42 | 0.42 | 2.09 | 3.95 | -3.70 | -0.11 | -0.39 |
| Standard Deviation(%) | NA | 3.20 | 3.33 | 4.01 | NA | NA | NA | … | … | 2.96 | 3.62 | 2.99 | 4.09 | 5.87 | 0.23 | 0.14 |
| Draw Down(%) | NA | 1.51 | 3.95 | 20.80 | NA | NA | NA | … | … | 1.51 | 3.95 | 1.24 | 2.97 | 20.80 | 0.16 | 0.04 |
| Yield(%) | 0.65 | 8.28 | 8.76 | 4.81 | 2.41 | 1.60 | 1.20 | … | … | 3.17 | 8.21 | 8.83 | 7.75 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABDX (KABDX) |
-1.54%
Dec 2020 – Dec 2023 |
1.77%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABDX (KABDX) |
11.15%
Dec 2022 – Dec 2025 |
2.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart