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The KP Funds - KP Large Cap Equity Fund (KPLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.770.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.38%
5-Year Average Return11.22%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)29.32%
Worst 1 Yr Total Return (Feb 3, 2019)-4.82%
Best 3-Yr Total Return29.32%
Worst 3-Yr Total Return9.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKPLCXCategory
YTD15.75%5.31%
1-Month1.59%-4.19%
3-Month8.14%3.90%
1-Year17.96%20.31%
3-Year12.46%6.48%
5-Year12.85%11.78%
10-Year0.00%10.96%
Last Bull Market0.00%25.56%
Last Bear Market0.00%-15.11%

Annual Total Return (%) History

Year
KPLCXCategory
2020
N/A15.83%
2019
29.32%28.78%
2018
-4.82%-6.27%
2017
23.84%20.44%
2016
10.04%10.37%
2015
2.90%-1.07%
2014
N/A10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.55%21.72%8.59%N/A
201913.54%3.74%1.13%8.57%
20180.00%3.24%6.94%-13.79%
20176.61%4.02%4.92%6.44%
2016-0.66%2.00%4.47%3.96%
20152.22%0.45%-5.99%6.61%
20144.15%0.47%5.12%N/A

Rank In Category (By Total Return)

YTD27
1-Month69
3-Month56
1-Year28
3-Year37
5-Year26

Load Adjusted Returns

1-Year18.12%
3-Year12.61%
5-Year13.67%
10-YearN/A