Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KABFX | 1.00% | 5.41% | 8.85% | 1.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KABFX | 02/28/2020 | 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 (%) | -0.09 | 5.41 | 8.85 | 1.36 | NA | NA | NA | … | … | 1.00 | 4.67 | 10.13 | 19.84 | -21.48 | -0.76 | 10.32 |
| Sharpe Ratio | NA | 0.89 | 1.68 | -0.28 | NA | NA | NA | … | … | -0.06 | 0.49 | 2.13 | 3.95 | -3.89 | -0.33 | 1.10 |
| Standard Deviation(%) | NA | 3.10 | 3.33 | 4.15 | NA | NA | NA | … | … | 2.62 | 3.63 | 3.06 | 4.14 | 5.90 | 2.39 | 11.16 |
| Draw Down(%) | NA | 1.51 | 3.94 | 23.70 | NA | NA | NA | … | … | 1.51 | 3.94 | 1.23 | 2.93 | 21.81 | 3.84 | 16.09 |
| Yield(%) | 0.00 | 7.87 | 8.78 | 4.64 | 2.60 | 1.74 | 1.30 | … | … | 2.62 | 8.45 | 9.06 | 7.95 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABFX (KABFX) |
-2.84%
Nov 2020 – Nov 2023 |
1.32%
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 |
|---|---|---|---|---|
| KABFX (KABFX) |
11.37%
Dec 2022 – Dec 2025 |
4.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart