Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KADIX (Kensington Active Advantage Fund) | 8.02% | 17.65% | 11.82% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KADIX (Kensington Active Advantage Fund) | 03/23/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 17.65 | 11.82 | NA | NA | NA | NA | … | … | 8.02 | 12.02 | 7.82 | 6.12 | -7.26 |
| Sharpe Ratio | NA | 1.94 | 1.15 | NA | NA | NA | NA | … | … | 1.80 | 1.20 | 0.57 | 0.48 | -1.43 |
| Standard Deviation(%) | NA | 7.75 | 7.46 | NA | NA | NA | NA | … | … | 9.57 | 7.62 | 7.42 | 5.15 | 7.73 |
| Draw Down(%) | NA | 5.28 | 6.79 | NA | NA | NA | NA | … | … | 5.28 | 6.79 | 6.02 | 3.17 | 9.80 |
| Yield(%) | 0.00 | 2.98 | 2.73 | 1.70 | 0.85 | 0.57 | 0.42 | … | … | 0.50 | 2.87 | 2.59 | 2.32 | 0.44 |
Data as of 06/05/2026, Common starting date is 03/23/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KADIX (Kensington Active Advantage Fund) |
1.61%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KADIX (Kensington Active Advantage Fund) |
12.74%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart