All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
KMLM real return snapshot: after CPI-U inflation, KMLM returned +8.70% over the past year and +6.44% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +7.81% in real purchasing-power return, or +1.37%/yr, and is currently −27.56% below its real total-return high on Oct. 14, 2022.
| Wed 2020-12-02💬 to Mon 2026-06-08 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+6.44%
2026-06-08 |
+8.70%
2026-06-08 |
||||
| KFA Mount Lucas Index Strategy ETF NYSE Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Mon 2026-06-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+7.81%
+1.37%/yr |
−2.55%/yr
(R2=0.187) |
||||
| KFA Mount Lucas Index Strategy ETF NYSE Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Mon 2026-06-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| KMLM × |
$10,000.00
2020-12-02 |
$10,781.24
2026-06-08 |
||||
| KFA Mount Lucas Index Strategy ETF NYSE Exchange-Traded Fund | ||||||
| Year | KMLM |
|---|---|
| 2026 (YTD) | +6.44% |
| 2025 | −5.51% |
| 2024 | −4.45% |
| 2023 | −8.72% |
| 2022 | +16.70% |
| 2021 | +0.00% |
| 2020 | +5.31% |
| Wed 2020-12-02💬 to Mon 2026-06-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| KMLM × |
−27.56%
from 2022-10-14 peak |
−36.33%
2025-06-20 from 2022-10-14 peak |
||||
| KFA Mount Lucas Index Strategy ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-08 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| KMLM × | +8.70% |
−1.36% −0.68%/yr |
−11.15% −3.86%/yr |
−5.72% −1.17%/yr |
— | |
| KFA Mount Lucas Index Strategy ETF NYSE Exchange-Traded Fund | ||||||
