Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KABTX | 0.74% | 4.69% | 8.05% | 3.39% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KABTX | 06/01/2020 | 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 | 4.69 | 8.05 | 3.39 | NA | NA | NA | … | … | 0.74 | 3.87 | 9.30 | 19.11 | -14.90 | 4.48 | 9.28 |
| Sharpe Ratio | NA | 0.69 | 1.50 | 0.21 | NA | NA | NA | … | … | -0.32 | 0.28 | 1.95 | 3.86 | -2.61 | 1.90 | 4.98 |
| Standard Deviation(%) | NA | 2.96 | 3.21 | 4.14 | NA | NA | NA | … | … | 2.48 | 3.54 | 2.91 | 4.04 | 6.29 | 2.35 | 3.24 |
| Draw Down(%) | NA | 1.55 | 4.00 | 16.62 | NA | NA | NA | … | … | 1.55 | 4.00 | 1.24 | 2.92 | 16.62 | 2.19 | 1.31 |
| Yield(%) | 0.00 | 7.18 | 8.02 | 6.43 | 3.66 | 2.44 | 1.83 | … | … | 2.37 | 7.70 | 8.29 | 7.30 | 6.93 | 5.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABTX (KABTX) |
1.36%
Nov 2020 – Nov 2023 |
3.42%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KABTX (KABTX) |
10.73%
Oct 2022 – Oct 2025 |
5.05%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart