All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

KMLM: Total Return Chart (with Dividends Reinvested)

KMLM total return snapshot: KMLM returned +15.28% over the past year and +12.29% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +41.62% in nominal total return, or +6.30%/yr, and is currently −16.71% below its total-return high on Oct. 14, 2022.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Wed 2020-12-02💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
KMLM × 		+41.62%
+6.30%/yr 		+1.57%/yr
R2=0.063
KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2020-12-02💬 to Fri 2026-08-14 Start
Value 		End
Value
KMLM × 		$10,000.00
2020-12-02 		$14,162.47
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
KMLM × 		+12.29% +15.28%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
KMLM × 		−16.71%
on 2026-08-14
from 2022-10-14 peak 		−31.01%
on 2025-06-20
from 2022-10-14 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
KMLM × 		+15.28% +5.60%
+2.76%/yr 		−0.34%
−0.11%/yr 		+23.32%
+4.28%/yr 		—

Annual Returns

Year KMLM
2026 (YTD) +12.29%
2025 −2.98%
2024 −1.70%
2023 −5.66%
2022 +24.24%
2021 +7.04%
2020 +5.40%