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KIM: Kimco Realty Corporation (STOCK)
Basic Info 21.48 0.11(0.51%) July 11
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/22/1991 |
| Last Dividend Date: | 06/06/2025 |
| 12-Mo. Yield | 5.14% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/22/1991 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -6.1 | 13.8 | 7.3 | 16.9 | 4.4 | 8.2 | 6.8 | 9.9 | 15.0 | 6.1 | -10.8 | 69.5 | -23.9 | 49.7 | -13.3 | -22.6 | -1.3 | 10.5 | 35.1 | 6.5 | 23.8 | -6.0 | 39.0 | -19.4 | -46.8 | -16.0 | 44.9 | 130.9 | 35.6 | 54.4 | 0.1 | -21.2 | 39.4 | -14.6 | 12.6 | 1.1 | 28.0 | 7.9 | 7.8 | 13.3 | 44.2 | 7.5 |
| Sharpe Ratio | NA | -0.5 | 0.59 | 0.15 | 0.43 | 0.09 | NA | NA | 0.22 | 0.55 | 0.09 | -0.4 | 2.34 | -0.32 | 2.58 | -0.54 | -0.9 | -0.08 | 0.49 | 2.62 | 0.35 | 1.29 | -0.17 | 1.13 | -0.21 | -0.51 | -0.57 | 2.11 | 1.78 | 1.54 | 3.47 | -0.06 | -0.57 | 2.08 | -1.11 | 0.46 | -0.15 | 1.55 | 0.33 | 0.34 | 0.64 | 2.93 | 6.2 |
| Draw Down(%) | NA | 19.2 | 25.9 | 26.9 | 33.6 | 69.1 | NA | NA | 85.6 | 16.4 | 26.4 | 30.2 | 11.7 | 61.5 | 7.5 | 25.6 | 32.8 | 22.5 | 19.9 | 8.1 | 21.4 | 12.4 | 29.7 | 22.9 | 65.9 | 73.5 | 32.2 | 15.1 | 11.8 | 20.8 | 6.7 | 15.3 | 35.2 | 7.8 | 22.6 | 15.8 | 12.5 | 8.0 | 12.5 | 13.6 | 18.5 | 11.4 | 1.3 |
| Standard Deviation(%) | NA | 27.4 | 23.8 | 25.9 | 31.9 | 33.9 | NA | NA | 36.3 | 20.7 | 28.1 | 30.7 | 29.7 | 75.2 | 18.7 | 27.2 | 25.9 | 20.1 | 21.5 | 13.4 | 18.4 | 18.7 | 36.6 | 34.4 | 93.0 | 92.7 | 33.7 | 19.7 | 72.1 | 22.5 | 15.5 | 18.7 | 42.3 | 16.9 | 16.2 | 19.8 | 16.9 | 15.6 | 12.0 | 14.1 | 17.3 | 14.1 | 16.8 |
| Treynor Ratio | NA | -0.18 | 0.2 | 0.04 | 0.14 | 0.03 | NA | NA | 0.08 | 0.21 | 0.02 | -0.13 | 0.63 | -0.19 | 0.93 | -0.22 | -1.0 | -0.02 | 0.12 | 0.55 | 0.06 | 0.24 | -0.05 | 0.26 | -0.07 | -0.29 | -0.13 | 0.36 | 4.15 | 0.62 | 1.4 | -0.04 | -1.27 | 2.57 | -3.45 | 0.33 | -0.08 | 1.22 | 0.63 | 0.2 | -0.83 | 1.79 | -10.7 |
| Alpha | NA | -0.09 | 0.03 | -0.03 | 0.01 | -0.02 | NA | NA | 0.02 | 0.01 | -0.07 | 0.04 | 0.11 | -0.11 | 0.11 | -0.04 | -0.11 | -0.03 | 0.04 | 0.09 | -0.1 | 0.03 | -0.02 | 0.06 | -0.2 | 0.17 | -0.08 | 0.09 | 0.45 | 0.11 | 0.14 | 0.03 | -0.06 | 0.13 | -0.07 | 0.02 | -0.04 | 0.07 | 0.01 | 0.02 | 0.05 | 0.13 | 0.33 |
| Beta | NA | 0.78 | 0.7 | 0.87 | 0.96 | 0.99 | NA | NA | 0.99 | 0.54 | 1.17 | 0.97 | 1.11 | 1.29 | 0.52 | 0.66 | 0.23 | 0.76 | 0.88 | 0.64 | 1.13 | 0.99 | 1.34 | 1.5 | 2.65 | 1.67 | 1.44 | 1.16 | 0.31 | 0.56 | 0.38 | 0.28 | 0.19 | 0.14 | 0.05 | 0.28 | 0.31 | 0.2 | 0.06 | 0.24 | -0.13 | 0.23 | -0.1 |
| RSquared | NA | 0.47 | 0.35 | 0.34 | 0.26 | 0.29 | NA | NA | 0.22 | 0.11 | 0.29 | 0.59 | 0.24 | 0.34 | 0.12 | 0.17 | 0.0 | 0.25 | 0.41 | 0.29 | 0.46 | 0.46 | 0.73 | 0.62 | 0.59 | 0.53 | 0.47 | 0.35 | 0.0 | 0.08 | 0.18 | 0.15 | 0.01 | 0.03 | 0.0 | 0.08 | 0.11 | 0.02 | 0.0 | 0.03 | 0.0 | 0.03 | 0.01 |
| Yield(%) | N/A | 2.2 | 4.9 | 4.9 | 7.2 | 4.1 | 7.1 | 3.4 | N/A | 4.6 | 4.8 | 3.4 | 4.7 | 2.8 | 7.7 | 6.2 | 5.4 | 4.0 | 4.8 | 7.0 | 4.4 | 4.7 | 4.0 | 4.8 | 4.0 | 4.6 | 3.4 | 4.2 | 4.4 | 5.2 | 7.0 | 6.3 | 6.7 | 8.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.5 | -4.8 | 35.5 | -24.6 | -8.4 | 20.0 | N/A | N/A | -4.9 | 21.4 | 23.5 | 25.9 | -51.8 | 0.0 | -17.6 | 31.4 | -15.9 | -10.9 | 61.4 | 9.6 | 6.8 | 10.6 | -8.3 | -57.1 | 10.5 | 10.1 | 8.7 | 9.5 | 5.9 | 4.3 | 7.1 | 8.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/22/1991
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