Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPRAX (KP Retirement Path 2015 Fund) | NA | 8.92% | 6.47% | 6.92% | NA | NA | NA | … | … |
Data as of 12/15/2020, Common starting date is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KPRAX (KP Retirement Path 2015 Fund) | 01/13/2014 | 12/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 8.92 | 6.47 | 6.92 | NA | NA | NA | … | … | 8.25 | 14.13 | -2.65 | 10.03 | 5.36 | 0.03 | 4.13 |
| Sharpe Ratio | NA | 0.78 | 0.74 | 1.00 | NA | NA | NA | … | … | 0.73 | 3.58 | -0.80 | 3.68 | 1.22 | 0.00 | 1.14 |
| Standard Deviation(%) | NA | 11.24 | 7.41 | 6.16 | NA | NA | NA | … | … | 11.49 | 3.56 | 4.98 | 2.56 | 4.23 | 4.52 | 3.72 |
| Draw Down(%) | NA | 15.45 | 15.45 | 15.45 | NA | NA | NA | … | … | 15.45 | 1.32 | 6.42 | 1.08 | 2.77 | 4.79 | 2.78 |
| Yield(%) | 36.66 | 33.37 | 14.35 | 10.58 | 5.67 | 3.78 | 2.83 | … | … | 29.00 | 6.52 | 5.85 | 4.50 | 3.21 | 3.21 | 3.13 |
Data as of 12/15/2020, Common starting date is 01/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPRAX (KP Retirement Path 2015 Fund) |
3.06%
Mar 2017 – Mar 2020 |
3.03%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KPRAX (KP Retirement Path 2015 Fund) |
6.92%
Dec 2016 – Dec 2019 |
6.54%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart