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KW: Kennedy-Wilson Holdings Inc (STOCK)
Basic Info 8.88 0.16(1.77%) May 07
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/2007 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 7.57% |
Expenses | - |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | -26.1 | -35.7 | -19.7 | -12.2 | -5.0 | 2.7 | -9.7 | -16.0 | -30.6 | 39.2 | -15.0 | 27.7 | 9.0 | -12.2 | -12.5 | -2.9 | 15.8 | 61.7 | 34.1 | 7.1 | 11.6 | -2.2 | 0.5 | 1.1 |
Sharpe Ratio | NA | -1.52 | -1.27 | -0.73 | -0.39 | -0.19 | NA | 0.07 | -0.62 | -1.03 | 1.89 | -0.26 | 1.36 | 0.38 | -0.63 | -0.37 | -0.12 | 0.67 | 3.24 | 1.37 | 0.22 | 0.5 | -0.32 | -0.04 | 1.21 |
Draw Down(%) | NA | 35.7 | 51.7 | 64.2 | 64.2 | 64.2 | NA | 64.2 | 37.9 | 40.5 | 9.3 | 49.9 | 10.7 | 21.0 | 22.2 | 34.2 | 19.9 | 19.1 | 12.7 | 18.3 | 18.3 | 19.5 | 10.5 | 9.9 | 1.5 |
Standard Deviation(%) | NA | 42.2 | 36.1 | 31.4 | 36.4 | 31.3 | NA | 27.7 | 32.8 | 31.2 | 20.7 | 57.3 | 19.2 | 20.6 | 20.6 | 34.3 | 25.2 | 23.5 | 19.0 | 25.1 | 32.1 | 22.9 | 7.0 | 8.9 | 12.2 |
Treynor Ratio | NA | -0.59 | -0.36 | -0.23 | -0.13 | -0.06 | NA | 0.03 | -0.16 | -0.36 | 0.56 | -0.12 | 0.31 | 0.12 | -0.14 | -0.07 | -0.03 | 0.15 | 0.64 | 0.33 | 0.08 | 0.27 | -1.26 | -0.16 | -2.11 |
Alpha | NA | -0.42 | -0.31 | -0.1 | -0.09 | -0.06 | NA | 0.0 | -0.17 | -0.06 | 0.07 | -0.12 | 0.01 | 0.05 | -0.11 | -0.12 | -0.01 | 0.02 | 0.09 | 0.06 | 0.03 | 0.02 | -0.01 | 0.0 | 0.06 |
Beta | NA | 1.1 | 1.26 | 0.99 | 1.08 | 1.07 | NA | 0.65 | 1.3 | 0.89 | 0.7 | 1.22 | 0.85 | 0.64 | 0.91 | 1.84 | 1.01 | 1.02 | 0.97 | 1.06 | 0.86 | 0.43 | 0.02 | 0.02 | -0.07 |
RSquared | NA | 0.1 | 0.18 | 0.32 | 0.42 | 0.38 | NA | 0.23 | 0.29 | 0.51 | 0.22 | 0.56 | 0.31 | 0.28 | 0.1 | 0.53 | 0.37 | 0.26 | 0.33 | 0.31 | 0.43 | 0.12 | 0.01 | 0.01 | 0.01 |
Yield(%) | N/A | 1.9 | 6.6 | 4.7 | 4.2 | 3.5 | 5.8 | N/A | 6.1 | 4.0 | 5.1 | 3.9 | 4.7 | 4.4 | 3.4 | 2.4 | 1.9 | 2.0 | 2.0 | 1.8 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | 0.0 | 6.7 | 2.3 | 3.5 | 9.0 | 11.4 | 25.0 | 16.7 | 6.7 | 60.7 | 40.0 | 66.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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