Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KXSCF (Kinaxis Inc) | -9.49% | -21.61% | -5.82% | -0.88% | 11.50% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KXSCF (Kinaxis Inc) | 06/10/2015 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.82 | -21.61 | -5.82 | -0.88 | 11.50 | NA | NA | … | … | -9.49 | 6.67 | 8.22 | 0.48 | -21.38 | 0.13 | 84.98 | 65.63 | -24.50 | 35.94 | 31.59 | 35.73 |
| Sharpe Ratio | NA | -0.57 | -0.20 | -0.06 | 0.25 | NA | NA | … | … | -0.38 | 0.13 | 0.04 | -0.12 | -0.51 | 0.00 | 1.49 | 1.95 | -0.71 | 1.01 | 0.65 | 1.50 |
| Standard Deviation(%) | NA | 38.34 | 37.28 | 38.20 | 39.92 | NA | NA | … | … | 46.64 | 29.74 | 42.01 | 30.65 | 45.04 | 42.82 | 56.54 | 32.88 | 36.21 | 35.18 | 48.07 | 47.95 |
| Draw Down(%) | NA | 42.38 | 42.38 | 51.97 | 51.97 | NA | NA | … | … | 33.37 | 20.92 | 20.76 | 35.01 | 34.60 | 31.10 | 28.72 | 17.30 | 42.91 | 26.19 | 29.74 | 15.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KXSCF (Kinaxis Inc) |
-13.25%
Oct 2020 – Oct 2023 |
-6.75%
Feb 2021 – Feb 2026 |
11.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KXSCF (Kinaxis Inc) |
46.57%
Jul 2015 – Jul 2018 |
45.58%
Jul 2015 – Jul 2020 |
20.61%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart