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KIMCO REALTY CORP. 401(k) PLAN
KIMCO REALTY CORP. 401(k) PLAN Asset Allocation Composite Moderate
KIMCO REALTY CORP. 401(k) PLAN Asset Allocation Composite Moderate
live (public) 0.50% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | MBDIX (MFS CORPORATE BOND FUND I) | 0.08% | MFS Bond Fund | 39.21% |
| US Equity | AGTHX (GROWTH FUND OF AMERICA CLASS A) | 2.20% | American Funds Growth | 10.57% |
| US Equity | BTIEX (DEUTSCHE EQUITY 500 INDEX FUND CLASS S) | 1.85% | DWS Equity 500 Index Fund – S | 10.76% |
| Real Estate | NRFAX (AEW REAL ESTATE FUND CLASS A) | 1.83% | AEW Real Estate A | 10.79% |
| International Equity | MRSAX (MFS RESEARCH INTERNATIONAL FUND A) | 1.17% | MFS Research International Fund - A | 14.23% |
| International Equity | LZSMX (LAZARD INTERNATIONAL SMALL CAP EQUITY PORTFOLIO OPEN SHARES) | 0.72% | Perkins Small Cap Value | 14.44% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Asset Allocation Composite Moderate | 5.6% | 14.1% | 1.7% | 6.4% | 5.5% | 6.2% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 5.6 | 14.1 | 1.7 | 6.4 | 5.5 | 6.2 | 6.6 | 6.9 | 7.2 | 7.4 | 2.7 | 10.8 | -14.2 | 10.5 | 18.0 | 19.2 | -6.8 | 11.1 | 6.1 | -3.0 | 6.7 | 14.9 | 13.9 | -1.7 | 8.3 | 17.4 | -1.4 | 4.2 | 18.1 | 7.0 | 19.1 | 23.8 | 0.2 | 2.3 |
| Sharpe Ratio | NA | 0.15 | -0.23 | -0.31 | 0.41 | 0.39 | NA | NA | NA | NA | 0.74 | -0.47 | 0.97 | -1.62 | 1.25 | 1.85 | 2.79 | -0.9 | 1.99 | 0.82 | -0.41 | 0.95 | 1.92 | 1.75 | -0.11 | 0.69 | 1.73 | -0.54 | 0.1 | 1.95 | 0.75 | 2.39 | 4.15 | -0.22 | 0.01 |
| Draw Down(%) | NA | 1.8 | 8.1 | 13.8 | 16.8 | 16.8 | NA | NA | NA | NA | 17.4 | 7.1 | 8.7 | 16.4 | 3.9 | 7.6 | 2.6 | 12.2 | 2.2 | 5.8 | 9.5 | 5.5 | 7.1 | 7.5 | 17.4 | 10.7 | 5.0 | 6.0 | 7.7 | 8.2 | 4.4 | 8.2 | 3.1 | 4.1 | 0.0 |
| Standard Deviation(%) | NA | 8.4 | 8.3 | 8.2 | 8.6 | 7.9 | NA | NA | NA | NA | 8.3 | 8.3 | 6.8 | 9.6 | 8.3 | 9.6 | 6.4 | 9.0 | 5.2 | 7.2 | 7.4 | 7.0 | 7.7 | 7.9 | 16.6 | 12.0 | 10.0 | 4.3 | 11.2 | 7.6 | 6.5 | 7.6 | 5.6 | 3.9 | 0.0 |
| Treynor Ratio | NA | 0.03 | -0.04 | -0.08 | 0.13 | 0.09 | NA | NA | NA | NA | 0.22 | -0.07 | 0.21 | -0.58 | 0.18 | 0.86 | 0.39 | -0.17 | 0.16 | 0.13 | -0.08 | 0.12 | 0.23 | 0.24 | -0.03 | 0.14 | 1.05 | -1.24 | 0.02 | 0.24 | 0.1 | 0.37 | 1.44 | -0.2 | -0.03 |
| Alpha | NA | 0.02 | -0.03 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.02 | -0.05 | 0.0 | -0.04 | -0.02 | 0.05 | 0.02 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | 0.05 | -0.01 | 0.0 | 0.03 | 0.02 | 0.05 | 0.07 | 0.0 | 0.0 |
| Beta | NA | 0.5 | 0.53 | 0.33 | 0.28 | 0.33 | NA | NA | NA | NA | 0.27 | 0.54 | 0.32 | 0.27 | 0.58 | 0.21 | 0.46 | 0.49 | 0.65 | 0.45 | 0.38 | 0.56 | 0.65 | 0.58 | 0.69 | 0.57 | 0.16 | 0.02 | 0.65 | 0.61 | 0.49 | 0.48 | 0.16 | 0.04 | 0.0 |
| RSquared | NA | 0.64 | 0.67 | 0.46 | 0.48 | 0.56 | NA | NA | NA | NA | 0.4 | 0.67 | 0.37 | 0.46 | 0.81 | 0.55 | 0.8 | 0.85 | 0.68 | 0.65 | 0.65 | 0.83 | 0.86 | 0.88 | 0.93 | 0.74 | 0.2 | 0.03 | 0.85 | 0.63 | 0.61 | 0.5 | 0.24 | 0.09 | 0.0 |
| Sortino Ratio | NA | 0.23 | -0.31 | -0.41 | 0.57 | 0.52 | NA | NA | NA | NA | 1.03 | -0.61 | 1.55 | -2.0 | 1.78 | 2.53 | 4.22 | -1.13 | 3.05 | 1.13 | -0.53 | 1.36 | 2.73 | 2.63 | -0.14 | 0.98 | 2.58 | -0.72 | 0.14 | 2.97 | 1.09 | 3.45 | 7.24 | -0.33 | NA |
| Yield(%) | N/A | 0.0 | 2.6 | 3.5 | 5.2 | 6.1 | 8.1 | 8.1 | 11.0 | 11.0 | 4.92 | 2.7 | 5.5 | 2.8 | 6.8 | 4.0 | 7.9 | 7.5 | 4.7 | 5.2 | 4.6 | 6.6 | 6.4 | 5.4 | 2.9 | 2.5 | 1.8 | 0.9 | 11.0 | 7.1 | 6.3 | 4.4 | 2.8 | 2.8 | 2.3 |
| Dividend Growth(%) | N/A | -99.9 | -40.3 | -30.8 | 1.1 | 91.1 | N/A | N/A | N/A | N/A | N/A | -45.5 | 68.2 | -54.4 | 97.1 | -38.4 | -3.8 | 77.2 | -1.7 | 7.4 | -24.3 | 16.0 | 36.3 | 84.1 | 24.1 | 68.1 | 94.5 | -91.6 | 82.3 | 23.6 | 67.0 | 95.7 | 1.7 | 22.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to KIMCO REALTY CORP. 401(k) PLAN.
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