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 +5.36% over the past year and +2.25% YTD, with dividends reinvested. Since Dec. 2, 2020, KMLM is up +3.57% in real purchasing-power return, or +0.63%/yr, and is currently −30.41% below its real total-return high on Oct. 14, 2022.
Data ending Mon Jul. 6, 2026
| Wed 2020-12-02💬 to Mon 2026-07-06 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+2.25%
2026-07-06 |
+5.36%
2026-07-06 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Mon 2026-07-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| KMLM × |
+3.57%
+0.63%/yr |
−2.56%/yr
(R2=0.194) |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Wed 2020-12-02💬 to Mon 2026-07-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| KMLM × |
$10,000.00
2020-12-02 |
$10,356.87
2026-07-06 |
||||
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
| Year | KMLM |
|---|---|
| 2026 (YTD) | +2.25% |
| 2025 | −5.51% |
| 2024 | −4.45% |
| 2023 | −8.72% |
| 2022 | +16.70% |
| 2021 | +0.00% |
| 2020 | +5.31% |
| Wed 2020-12-02💬 to Mon 2026-07-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| KMLM × |
−30.41%
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 Mon 2026-07-06 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| KMLM × | +5.36% |
−7.52% −3.83%/yr |
−14.97% −5.26%/yr |
−4.89% −1.00%/yr |
— | |
| KFA Mount Lucas Index Strategy ETF Exchange-Traded Fund | ||||||
