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 +15.79% over the past year and +12.05% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +13.49% in real purchasing-power return, or +2.35%/yr, and is currently −23.74% below its real total-return high on Oct. 14, 2022.
| Wed 2020-12-02? to Tue 2026-05-19 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+12.05%
2026-05-19 |
+15.79%
2026-05-19 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02? to Tue 2026-05-19 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+13.49%
+2.35%/yr |
−2.58%/yr
(R2=0.187) |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02? to Tue 2026-05-19 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| KMLM × |
$10,000.00
2020-12-02 |
$11,349.25
2026-05-19 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Year | KMLM |
|---|---|
| 2026 (YTD) | +12.05% |
| 2025 | −5.51% |
| 2024 | −4.45% |
| 2023 | −8.72% |
| 2022 | +16.70% |
| 2021 | +0.00% |
| 2020 | +5.31% |
| Wed 2020-12-02? to Tue 2026-05-19 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| KMLM × |
−23.74%
from 2022-10-14 peak |
−36.33%
2025-06-20 from 2022-10-14 peak |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-05-19 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| KMLM × | +15.79% |
+1.04% +0.52%/yr |
−6.76% −2.30%/yr |
+0.04% +0.01%/yr |
— | |
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||