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KP Funds - Retirement Path 2030 Fund (KPRDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.890.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return6.31%
5-Year Average Return6.17%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)19.62%
Worst 1 Yr Total Return (Feb 3, 2019)-5.20%
Best 3-Yr Total Return19.62%
Worst 3-Yr Total Return5.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKPRDXCategory
YTD10.27%7.97%
1-Month2.22%0.98%
3-Month6.72%5.18%
1-Year11.64%25.53%
3-Year7.97%11.28%
5-Year8.14%10.98%
10-Year0.00%8.54%
Last Bull Market0.00%17.21%
Last Bear Market0.00%-15.52%

Annual Total Return (%) History

Year
KPRDXCategory
2020
N/A12.99%
2019
19.62%20.07%
2018
-5.20%-6.25%
2017
16.93%16.57%
2016
7.32%7.33%
2015
-0.53%-1.79%
2014
N/A5.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-14.97%14.21%5.14%N/A
20199.17%3.25%0.52%5.56%
2018-0.52%1.32%2.95%-8.63%
20174.83%3.29%4.00%3.83%
20160.61%1.63%4.14%0.78%
20152.97%0.10%-6.29%2.99%
20143.56%-2.48%1.65%N/A

Rank In Category (By Total Return)

YTD65
1-Month72
3-Month65
1-Year66
3-Year58
5-Year54

Load Adjusted Returns

1-Year11.22%
3-Year7.66%
5-Year8.80%
10-YearN/A