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 +14.87% over the past year and +14.14% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +43.96% in nominal total return, or +6.67%/yr, and is currently −15.34% below its total-return high on Oct. 14, 2022.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Wed 2020-12-02💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
KMLM × 		+43.96%
+6.67%/yr 		+1.54%/yr
R2=0.059
KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2020-12-02💬 to Fri 2026-07-24 Start
Value 		End
Value
KMLM × 		$10,000.00
2020-12-02 		$14,395.76
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
KMLM × 		+14.14% +14.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
KMLM × 		−15.34%
on 2026-07-24
from 2022-10-14 peak 		−31.01%
on 2025-06-20
from 2022-10-14 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
KMLM × 		+14.87% +6.24%
+3.08%/yr 		+3.44%
+1.13%/yr 		+27.02%
+4.90%/yr 		—

Annual Returns

Year KMLM
2026 (YTD) +14.14%
2025 −2.98%
2024 −1.70%
2023 −5.66%
2022 +24.24%
2021 +7.04%
2020 +5.40%