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MBSD vs KAMO

Comparison between FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND (MBSD, ETF) and KENSINGTON CREDIT OPPORTUNITIES ETF (KAMO, ETF).

MBSD vs KAMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MBSD
$94M
KAMO
$94M
Expense Ratio
Winner
MBSD
0.20%
KAMO
0.92%
Max Drawdown
MBSD
23.73%
Winner
KAMO
2.44%
Sharpe Ratio
Winner
MBSD
0.29
KAMO
-1.24
5Y Beta
Winner
MBSD
0.02
KAMO
0.12
5Y Dividends CAGR
MBSD
5.51%
KAMO
N/A

MBSD vs KAMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MBSD
+0.30%
KAMO
+0.24%
3M
MBSD
+0.30%
Winner
KAMO
+0.36%
6M
Winner
MBSD
+1.08%
KAMO
+0.20%
1Y
MBSD
+4.67%
KAMO
N/A
5Y(CAGR)
MBSD
+0.64%
KAMO
N/A
10Y(CAGR)
MBSD
+1.41%
KAMO
N/A
Max(CAGR)
Winner
MBSD
+1.60%
KAMO
+0.41%

MBSD vs KAMO - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearMBSDKAMO
2026+0.62%-0.32%
2025+7.10%+0.42%
2024+2.83%N/A
2023+4.23%N/A
2022-9.31%N/A
2021-1.24%N/A
2020+5.22%N/A
2019+5.89%N/A
2018+0.19%N/A
2017+0.94%N/A
2016+0.74%N/A
2015+1.76%N/A
2014+1.20%N/A

MBSD vs KAMO Drawdown Comparison

The maximum drawdown for MBSD was -14.36%, occurring on Oct 20, 2022. Recovery took 1152 trading sessions.

The maximum drawdown for KAMO was -1.70%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current MBSD drawdown is -1.02%. The current KAMO drawdown is -1.07%.

RankMBSDKAMO
#1-14.36%
Feb 2, 2021 - Sep 4, 2025
-1.70%
Feb 20, 2026 - Mar 20, 2026
#2-3.08%
Nov 2, 2016 - Feb 15, 2019
-0.32%
Dec 30, 2025 - Jan 6, 2026
#3-2.98%
Mar 9, 2020 - Apr 24, 2020
-0.27%
Jan 30, 2026 - Feb 9, 2026
#4-2.17%
Feb 27, 2026 - Mar 26, 2026
-0.22%
Jan 15, 2026 - Jan 21, 2026
#5-2.10%
Jan 20, 2016 - Jul 5, 2016
-0.14%
Jan 22, 2026 - Jan 30, 2026
#6-1.97%
Aug 24, 2015 - Jan 14, 2016
-0.12%
Feb 9, 2026 - Feb 18, 2026
#7-1.27%
Apr 17, 2015 - Aug 24, 2015
-0.06%
Dec 24, 2025 - Dec 29, 2025
#8-1.08%
Jul 6, 2016 - Sep 28, 2016
-0.04%
Jan 6, 2026 - Jan 9, 2026
#9-0.97%
Nov 4, 2019 - Dec 3, 2019
-0.00%
Jan 9, 2026 - Jan 13, 2026
#10-0.83%
Sep 22, 2025 - Oct 16, 2025
N/A
#11-0.72%
Sep 5, 2019 - Oct 2, 2019
N/A
#12-0.71%
Jun 16, 2020 - Aug 4, 2020
N/A
#13-0.68%
Oct 28, 2025 - Nov 24, 2025
N/A
#14-0.68%
Oct 7, 2019 - Nov 4, 2019
N/A
#15-0.67%
Sep 28, 2016 - Nov 1, 2016
N/A

Correlation

Correlation between MBSD and KAMO is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (2014 - 2026)

MBSD vs KAMO dividend yield comparison.

YearMBSDKAMO
20261.48%0.85%
20254.23%0.26%
20243.91%0.00%
20233.39%0.00%
20223.03%0.00%
20212.41%0.00%
20202.78%0.00%
20193.42%0.00%
20183.22%0.00%
20173.30%0.00%
20163.02%0.00%
20153.46%0.00%
20140.83%0.00%

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