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Performance analysis of KF (Korea Fund)

Annual Return

Over the past 3 years, KF has had an average annual return of +41.66%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, KF has had an average annual return of +16.59%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, KF has had an average annual return of +14.59%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, KF has had an average annual return of +9.65%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+75.47%+99.37%-19.27%+12.34%-30.08%+8.31%+37.14%+6.83%-19.29%+42.53%+1.13%-3.80%
201420132012201120102009200820072006200520042003
-9.06%-0%+15.41%-6.41%+24.93%+3.32%-50.40%+28.11%+15.82%+51.59%+34.74%+34.76%
2002200120001999
+13.16%+24.47%-36.84%+30.51%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+27.67%+23.31%-21.48%+32.34%+25.72%+0.68%-15.26%+75.47%
2025+6.44%+3.89%-2.12%+2.51%+9.22%+20.49%+3.12%-1.55%+11.87%+18.29%-4.53%+6.45%+99.37%
2024-7.74%+10.79%+6.31%-7.16%-1.44%+3.70%+4.10%+0.56%-9.94%-6.24%-4.03%-7.72%-19.27%
2023+15.75%-9.46%+0.63%-2.67%+4.30%+3.77%+4.15%-8.88%-4.24%-11.70%+18.74%+6.12%+12.34%
2022-8.22%-0.58%-4.05%-0.83%-3.32%-15.64%+4.62%-3.97%-21.46%+6.46%+22.20%-3.82%-30.08%
2021+3.79%+1.24%+2.33%+2.12%+2.37%+1.76%-3.18%-2.57%-5.95%-0.39%-4.34%+12%+8.31%
2020-7.88%-3.57%-15.62%+5.99%+5.78%+3.11%+8.73%+4%+1.43%+1.69%+19.17%+13.85%+37.14%
2019+12.18%-0.48%-5.86%+2.89%-11.20%+7.29%-5.20%-5.89%+6.61%+1.90%-0.18%+7.17%+6.83%
2018+5.79%-6.00%-0.54%+2.62%-3.32%-5.53%-3.00%-0.62%-0.65%-12.09%+3.26%+0.14%-19.29%
2017+8.79%-0.38%+6.69%+5.12%+3.56%-0.22%+3.50%-3.64%+1.33%+7.86%-0.37%+4.50%+42.53%

Drawdown analysis of KF (Korea Fund)

The maximum drawdown for the KF was -79.50%, occurring on Mar 2, 2009. Recovery took 3068 trading sessions.

The current KF drawdown is -20.39%.

Since Nov 1, 1999 KF has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 3 times
  • 30% or more: 4 times
  • 20% or more: 9 times
  • 10% or more: 16 times
DepthStartTo BottomBottomTo RecoverEndTotal
-79.50%Oct 31, 2007334Mar 2, 20093068May 7, 20213402
-50.16%Jan 3, 2000315Apr 3, 2001226Mar 4, 2002541
-47.68%Jun 7, 2021333Sep 30, 2022753Oct 2, 20251086
-35.82%Apr 23, 2002222Mar 11, 2003198Dec 19, 2003420
-25.42%Feb 26, 202622Mar 30, 202622Apr 30, 202644
-25.35%Jun 18, 202618Jul 16, 2026OngoingOngoingOngoing
-24.74%Apr 12, 200481Aug 6, 200470Nov 15, 2004151
-24.37%May 8, 200625Jun 13, 2006174Feb 22, 2007199
-20.22%Jul 23, 200718Aug 16, 200728Sep 26, 200746
-16.63%Jun 1, 20264Jun 5, 20269Jun 18, 202613
-13.70%Mar 14, 200535May 3, 200550Jul 14, 200585
-13.06%Feb 22, 20077Mar 5, 200734Apr 23, 200741
-11.49%May 11, 20266May 19, 20264May 26, 202610
-10.90%Nov 3, 202515Nov 24, 202526Jan 2, 202641
-10.66%Aug 12, 200512Aug 30, 200511Sep 15, 200523
-10.23%Oct 4, 200512Oct 20, 20059Nov 2, 200521
-9.02%Dec 1, 20047Dec 10, 200413Dec 30, 200420
-8.27%Jan 31, 200626Mar 9, 200633Apr 26, 200659
-8.13%Mar 2, 20048Mar 12, 200414Apr 1, 200422
-7.01%Jan 13, 20064Jan 20, 20065Jan 27, 20069
-6.53%Nov 16, 19997Nov 26, 19997Dec 7, 199914
-6.44%May 7, 20216May 17, 202110Jun 1, 202116
-5.83%Oct 10, 20074Oct 16, 20077Oct 25, 200711
-5.24%Dec 31, 20044Jan 6, 20056Jan 14, 200510
-4.93%Apr 5, 20024Apr 11, 20023Apr 16, 20027