Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMPB (Kemper Corporation 5.875% Fixed) | 4.55% | 8.35% | 16.25% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMPB (Kemper Corporation 5.875% Fixed) | 03/14/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 8.35 | 16.25 | NA | NA | NA | NA | … | … | 4.55 | 6.87 | 23.79 | 18.34 | -19.59 |
| Sharpe Ratio | NA | 0.81 | 1.09 | NA | NA | NA | NA | … | … | 1.02 | 0.42 | 1.74 | 0.60 | -1.13 |
| Standard Deviation(%) | NA | 7.51 | 13.11 | NA | NA | NA | NA | … | … | 8.69 | 9.56 | 11.62 | 24.66 | 22.70 |
| Draw Down(%) | NA | 6.15 | 9.88 | NA | NA | NA | NA | … | … | 6.15 | 9.88 | 6.71 | 24.52 | 26.21 |
| Yield(%) | 0.00 | 6.44 | 8.04 | 5.25 | 2.62 | 1.75 | 1.31 | … | … | 3.26 | 6.30 | 7.17 | 7.89 | 4.68 |
Data as of 06/09/2026, Common starting date is 03/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMPB (Kemper Corporation 5.875% Fixed) |
3.56%
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 |
|---|---|---|---|---|
| KMPB (Kemper Corporation 5.875% Fixed) |
18.38%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart