KMLM ETF Analysis: KFA Mount Lucas Index | NYSE

Systematic Trend | NYSE, USA | Market Cap: 335m USD | 12M Return: 14.9% | Charts, Fundamentals & Technical Analysis

Commodities, Currencies, Fixed Income, Futures
Total Rating 50
Safety 50
Buy Signal -0.21
Systematic Trend
Category Rotation: +14.9
TER: 0.90%
AUM: 335M
Avg Turnover: 5.75M
Risk 3d forecast
Volatility12.9%
VaR 5th Pctl2.40%
VaR vs Median3.32%
Reward TTM
Sharpe Ratio0.82
Rel. Str. IBD48.1
Rel. Str. Peer Group50
Character TTM
Beta0.120
Beta Downside0.192
Hurst Exponent0.522
Drawdowns 3y
Max DD22.28%
CAGR/Max DD0.02
CAGR/Mean DD0.04

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 5.6 years of data

Jan -1.0% 12
Feb +2.4% 50
Mar +2.0% 30
Apr +4.4% 37
May -0.3% 9
Jun -1.5% 30
Jul +0.7% 22
Aug +2.3% 24
Sep +1.3% 45
Oct -1.6% 44
Nov -3.5% 23
Dec -0.4% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: KMLM KFA Mount Lucas Index

KFA Mount Lucas Index Strategy ETF (KMLM) is a systematic, non-diversified ETF that seeks to track an index composed of commodity, currency, and global fixed income futures contracts traded on U.S. and foreign exchanges. Launched in December 2020 with roughly $305M in assets, the fund primarily gains exposure through futures and may also hold debt instruments directly or indirectly.

The fund operates within the systematic trend segment of the alternatives space, employing a trend-following methodology that takes long or short positions based on directional movements across multiple asset classes. Trend-following strategies of this type are commonly used by investors seeking diversification away from traditional stock and bond exposure, as their returns are often driven by macro price movements rather than equity market beta.

Headlines to Watch Out For
  • Crude oil and gold futures trends drive commodity allocation returns
  • Federal Reserve rate path shifts global fixed income futures positioning
  • Currency volatility expansion accelerates trend-following strategy performance across G10 pairs
What is the price of KMLM shares?

As of July 28, 2026, the stock is trading at USD 29.34 with a total of 627,304 shares traded. Over the past week, the price has changed by +0.31%, over one month by +7.28%, over three months by +0.45% and over the past year by +14.88%.

Current recommended Stop Loss: 28.90 (which is 1.5% or 1.5 ATR below the current price).

Is KMLM a buy, sell or hold?

KFA Mount Lucas Index has no consensus analysts rating.