Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDXRF | NA | 2.18% | 2.15% | 2.18% | -7.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDXRF | 01/26/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | 2.15 | 2.18 | -7.36 | NA | NA | … | … | 1.10 | 2.16 | 2.08 | 5.66 | 0.00 | 0.00 | 2.69 | 5.28 | -168.07 | -45.44 | 8.55 |
| Sharpe Ratio | NA | -0.56 | -0.72 | 0.00 | NA | NA | NA | … | … | -1.17 | -0.97 | -0.70 | 1.28 | 0.00 | 0.00 | 0.46 | 1.08 | NA | NA | NA |
| Standard Deviation(%) | NA | 1.53 | 1.77 | 1.97 | NA | NA | NA | … | … | 1.28 | 1.62 | 2.11 | 3.31 | NA | NA | 2.65 | 3.64 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 228.89 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 168.07 | 177.80 | 204.26 |
| Yield(%) | 0.00 | 2.15 | 1.23 | 1.62 | 77.51 | 64.73 | 48.55 | … | … | 1.09 | 2.13 | 2.04 | 5.45 | 0.00 | 0.00 | 2.62 | 5.08 | 252.78 | 471.12 | 373.50 |
Data as of 09/26/2025, Common starting date is 01/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDXRF (KDXRF) |
-26.52%
Apr 2015 – Apr 2018 |
-16.01%
Apr 2015 – Apr 2020 |
-7.36%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDXRF (KDXRF) |
3.66%
Apr 2022 – Apr 2025 |
2.96%
Apr 2017 – Apr 2022 |
-7.36%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart