Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KPRBX (KP Retirement Path 2020 Fund) | NA | 9.16% | 6.79% | 7.63% | 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 |
|---|---|---|
| KPRBX (KP Retirement Path 2020 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 (%) | -0.36 | 9.16 | 6.79 | 7.63 | NA | NA | NA | … | … | 8.45 | 15.71 | -3.35 | 12.05 | 5.91 | -0.11 | 4.47 |
| Sharpe Ratio | NA | 0.68 | 0.65 | 0.91 | NA | NA | NA | … | … | 0.63 | 3.17 | -0.77 | 3.66 | 0.99 | -0.02 | 0.95 |
| Standard Deviation(%) | NA | 13.43 | 8.92 | 7.52 | NA | NA | NA | … | … | 13.72 | 4.51 | 6.07 | 3.14 | 5.79 | 5.91 | 4.87 |
| Draw Down(%) | NA | 18.00 | 18.00 | 18.00 | NA | NA | NA | … | … | 18.00 | 2.00 | 7.91 | 1.15 | 4.38 | 6.15 | 3.73 |
| Yield(%) | 42.23 | 36.47 | 15.39 | 11.46 | 6.10 | 4.07 | 3.05 | … | … | 32.20 | 6.70 | 5.84 | 4.12 | 3.08 | 2.76 | 2.87 |
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 |
|---|---|---|---|---|
| KPRBX (KP Retirement Path 2020 Fund) |
2.98%
Mar 2017 – Mar 2020 |
3.09%
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 |
|---|---|---|---|---|
| KPRBX (KP Retirement Path 2020 Fund) |
7.81%
Dec 2016 – Dec 2019 |
7.16%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart