KAMIX vs. TUIFX
Compare and contrast key facts about Kensington Managed Income Fund (KAMIX) and Toews Unconstrained Income Fund (TUIFX).
KAMIX is managed by Advisors Preferred. It was launched on May 30, 2019. TUIFX is managed by Toews Funds. It was launched on Aug 27, 2013.
Performance
KAMIX vs. TUIFX - Performance Comparison
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KAMIX vs. TUIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
KAMIX Kensington Managed Income Fund | -1.31% | 4.32% | 4.38% | 3.96% | -2.13% |
TUIFX Toews Unconstrained Income Fund | 0.20% | 3.55% | 4.53% | 3.08% | 0.20% |
Returns By Period
In the year-to-date period, KAMIX achieves a -1.31% return, which is significantly lower than TUIFX's 0.20% return.
KAMIX
- 1D
- 0.14%
- 1M
- -2.22%
- YTD
- -1.31%
- 6M
- -0.24%
- 1Y
- 3.27%
- 3Y*
- 3.87%
- 5Y*
- —
- 10Y*
- —
TUIFX
- 1D
- -0.02%
- 1M
- -0.56%
- YTD
- 0.20%
- 6M
- 0.40%
- 1Y
- 3.55%
- 3Y*
- 3.62%
- 5Y*
- 1.48%
- 10Y*
- 2.02%
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KAMIX vs. TUIFX - Expense Ratio Comparison
KAMIX has a 1.36% expense ratio, which is higher than TUIFX's 1.25% expense ratio.
Return for Risk
KAMIX vs. TUIFX — Risk / Return Rank
KAMIX
TUIFX
KAMIX vs. TUIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kensington Managed Income Fund (KAMIX) and Toews Unconstrained Income Fund (TUIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| KAMIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.64 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.47 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 4.19 | -3.32 |
Martin ratioReturn relative to average drawdown | 2.28 | 9.95 | -7.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KAMIX | TUIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.64 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.13 |
Correlation
The correlation between KAMIX and TUIFX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KAMIX vs. TUIFX - Dividend Comparison
KAMIX's dividend yield for the trailing twelve months is around 5.77%, more than TUIFX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAMIX Kensington Managed Income Fund | 5.77% | 4.57% | 5.60% | 4.15% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TUIFX Toews Unconstrained Income Fund | 4.19% | 4.17% | 4.68% | 4.09% | 1.05% | 2.13% | 1.33% | 2.44% | 2.05% | 4.34% | 2.29% | 1.19% |
Drawdowns
KAMIX vs. TUIFX - Drawdown Comparison
The maximum KAMIX drawdown since its inception was -6.11%, smaller than the maximum TUIFX drawdown of -7.37%. Use the drawdown chart below to compare losses from any high point for KAMIX and TUIFX.
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Drawdown Indicators
| KAMIX | TUIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.11% | -7.37% | +1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -0.87% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -7.37% | — |
Current DrawdownCurrent decline from peak | -2.42% | -0.67% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -2.10% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.37% | +0.60% |
Volatility
KAMIX vs. TUIFX - Volatility Comparison
Kensington Managed Income Fund (KAMIX) has a higher volatility of 1.45% compared to Toews Unconstrained Income Fund (TUIFX) at 0.47%. This indicates that KAMIX's price experiences larger fluctuations and is considered to be riskier than TUIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAMIX | TUIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 0.47% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 2.19% | 1.25% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 2.17% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.80% | 2.62% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 2.70% | +1.10% |