All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
KMLM total return snapshot: KMLM returned +8.46% over the past year and +5.70% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +33.31% in nominal total return, or +5.29%/yr, and is currently −21.60% below its total-return high on Oct. 14, 2022.
Data ending Thu Jul. 2, 2026
| Wed 2020-12-02💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+5.70%
2026-07-02 |
+8.46%
2026-07-02 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+33.31%
+5.29%/yr |
+1.51%/yr
(R2=0.056) |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| KMLM × |
$10,000.00
2020-12-02 |
$13,331.39
2026-07-02 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Year | KMLM |
|---|---|
| 2026 (YTD) | +5.70% |
| 2025 | −2.98% |
| 2024 | −1.70% |
| 2023 | −5.66% |
| 2022 | +24.24% |
| 2021 | +7.04% |
| 2020 | +5.40% |
| Wed 2020-12-02💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| KMLM × |
−21.60%
from 2022-10-14 peak |
−31.01%
2025-06-20 from 2022-10-14 peak |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| KMLM × | +8.46% |
−0.70% −0.35%/yr |
−4.64% −1.57%/yr |
+14.87% +2.81%/yr |
— | |
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
