Performance analysis of KLCD (KFA Large Cap Quality Dividend Index ETF)
Annual Return
Over the past 3 years, KLCD has had an average annual return of +0%
Over the past 5 years, KLCD has had an average annual return of +1.30%, outperforming the benchmark SPY, which returned -0.07% annual.
Since Jun 12, 2019, KLCD has had an average annual return of +9.29%, underperforming the benchmark SPY, which returned +12.11% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.55% | -8.24% | +25.77% | +9.61% | +7.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +1.55% | +0% | +1.55% | ||||||||||
| 2022 | -6.23% | -1.28% | +4.46% | -4.84% | +0.22% | -6.78% | +6.19% | -2.23% | -7.57% | +10.01% | +5.27% | -3.96% | -8.24% |
| 2021 | -1.49% | +2.14% | +6.46% | +4.15% | +2.28% | -1.99% | +2.33% | +3.41% | -5.17% | +7.18% | -1.80% | +6.49% | +25.77% |
| 2020 | +0.61% | -9.17% | -13.74% | +9.86% | +5.98% | +0.08% | +5.80% | +3.36% | -1.99% | -0.58% | +9.11% | +2.65% | +9.61% |
| 2019 | +0.78% | +1.55% | +1.70% | +0.87% | -0.36% | +1.61% | +1.24% | +7.61% |
Drawdown analysis of KLCD (KFA Large Cap Quality Dividend Index ETF)
The maximum drawdown for the KLCD was -36.05%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current KLCD drawdown is -6.81%.
Since Jun 12, 2019 KLCD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.05% | Feb 14, 2020 | 25 | Mar 23, 2020 | 162 | Nov 10, 2020 | 187 |
| -17.49% | Dec 31, 2021 | 188 | Sep 30, 2022 | Ongoing | Ongoing | Ongoing |
| -6.11% | May 7, 2021 | 29 | Jun 18, 2021 | 34 | Aug 6, 2021 | 63 |
| -5.65% | Sep 2, 2021 | 19 | Sep 30, 2021 | 15 | Oct 21, 2021 | 34 |
| -4.89% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.28% | Jan 20, 2021 | 7 | Jan 29, 2021 | 17 | Feb 24, 2021 | 24 |
| -4.04% | Jul 26, 2019 | 6 | Aug 5, 2019 | 10 | Aug 19, 2019 | 16 |
| -3.96% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -3.17% | Mar 15, 2021 | 7 | Mar 24, 2021 | 2 | Mar 26, 2021 | 9 |
| -3.02% | Sep 6, 2019 | 18 | Oct 2, 2019 | 32 | Nov 15, 2019 | 50 |
| -2.44% | Aug 22, 2019 | 1 | Aug 23, 2019 | 4 | Aug 29, 2019 | 5 |
| -2.38% | Jun 20, 2019 | 4 | Jun 26, 2019 | 5 | Jul 3, 2019 | 9 |
| -2.28% | Jan 23, 2020 | 6 | Jan 31, 2020 | 3 | Feb 5, 2020 | 9 |
| -2.08% | Aug 16, 2021 | 3 | Aug 19, 2021 | 6 | Aug 27, 2021 | 9 |
| -1.69% | Dec 31, 2020 | 1 | Jan 4, 2021 | 2 | Jan 6, 2021 | 3 |
| -1.66% | Nov 27, 2019 | 3 | Dec 3, 2019 | 9 | Dec 16, 2019 | 12 |
| -1.45% | Nov 16, 2020 | 4 | Nov 20, 2020 | 2 | Nov 24, 2020 | 6 |
| -1.31% | Nov 11, 2020 | 1 | Nov 12, 2020 | 1 | Nov 13, 2020 | 2 |
| -1.22% | Dec 8, 2020 | 4 | Dec 14, 2020 | 3 | Dec 17, 2020 | 7 |
| -1.21% | Oct 25, 2021 | 2 | Oct 27, 2021 | 4 | Nov 2, 2021 | 6 |
| -1.13% | Jul 15, 2019 | 5 | Jul 22, 2019 | 4 | Jul 26, 2019 | 9 |
| -1.10% | Apr 16, 2021 | 2 | Apr 20, 2021 | 1 | Apr 21, 2021 | 3 |
| -0.99% | Nov 24, 2020 | 6 | Dec 3, 2020 | 3 | Dec 8, 2020 | 9 |
| -0.95% | Dec 17, 2020 | 3 | Dec 22, 2020 | 6 | Dec 31, 2020 | 9 |
| -0.78% | Apr 21, 2021 | 1 | Apr 22, 2021 | 1 | Apr 23, 2021 | 2 |