Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAGCX (Kensington Dynamic Growth Fund Class C Shares) | 13.29% | 30.22% | 18.97% | 11.18% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAGCX (Kensington Dynamic Growth Fund Class C Shares) | 10/23/2020 | 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 (%) | -3.68 | 30.22 | 18.97 | 11.18 | NA | NA | NA | … | … | 13.29 | 36.09 | -0.51 | 14.49 | -9.65 | 19.54 | 1.39 |
| Sharpe Ratio | NA | 2.26 | 1.20 | 0.65 | NA | NA | NA | … | … | 2.70 | 2.12 | -0.33 | 1.02 | -0.71 | 1.44 | 0.89 |
| Standard Deviation(%) | NA | 12.18 | 13.15 | 13.32 | NA | NA | NA | … | … | 11.58 | 15.70 | 12.53 | 10.75 | 15.66 | 13.56 | 8.54 |
| Draw Down(%) | NA | 6.71 | 14.44 | 16.75 | NA | NA | NA | … | … | 4.30 | 6.71 | 14.44 | 6.72 | 16.04 | 6.78 | 3.20 |
| Yield(%) | 0.00 | 9.75 | 6.48 | 5.44 | 3.10 | 2.07 | 1.55 | … | … | 0.07 | 11.68 | 6.71 | 0.62 | 0.91 | 9.13 | 0.29 |
Data as of 06/05/2026, Common starting date is 10/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAGCX (Kensington Dynamic Growth Fund Class C Shares) |
-2.40%
Oct 2021 – Oct 2024 |
9.29%
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 |
|---|---|---|---|---|
| KAGCX (Kensington Dynamic Growth Fund Class C Shares) |
20.47%
May 2023 – May 2026 |
12.19%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart