Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCODX | 0.19% | 5.17% | 10.54% | 5.69% | NA | NA | NA | … | … |
Data as of 01/12/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCODX | 11/02/2020 | 01/12/2026 |
| 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 (%) | 0.19 | 5.17 | 10.54 | 5.69 | NA | NA | NA | … | … | 0.19 | 4.83 | 9.34 | 21.37 | -12.48 | 8.11 | 0.34 |
| Sharpe Ratio | NA | 0.61 | 1.94 | 0.78 | NA | NA | NA | … | … | 6.20 | 0.53 | 1.96 | 4.06 | -2.21 | 2.84 | 2.41 |
| Standard Deviation(%) | NA | 3.69 | 3.68 | 4.28 | NA | NA | NA | … | … | 0.72 | 3.70 | 2.91 | 4.41 | 6.32 | 2.85 | 0.86 |
| Draw Down(%) | NA | 3.95 | 3.95 | 15.30 | NA | NA | NA | … | … | 0.05 | 3.95 | 1.24 | 2.97 | 15.30 | 0.16 | 0.04 |
| Yield(%) | 0.00 | 8.22 | 9.09 | 7.67 | 3.87 | 2.58 | 1.93 | … | … | 0.00 | 8.21 | 8.83 | 9.13 | 8.12 | 7.76 | 0.34 |
Data as of 01/12/2026, 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 |
|---|---|---|---|---|
| KCODX (KCODX) |
4.72%
Dec 2020 – Dec 2023 |
5.65%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCODX (KCODX) |
11.79%
Oct 2022 – Oct 2025 |
5.65%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart