Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KIM (Kimco Realty Corporation) | -5.11% | 8.24% | 8.71% | 18.40% | 4.08% | 8.09% | 7.01% | 10.10% |
Data as of 07/14/2025, AR inception is 11/22/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIM (Kimco Realty Corporation) | 11/22/1991 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.36 | 8.24 | 8.71 | 18.40 | 4.08 | 8.09 | 7.01 | 10.10 | -5.11 | 15.02 | 6.05 | -10.80 | 69.48 | -23.94 | 49.75 | -13.26 | -22.60 | -1.34 | 10.50 | 35.10 | 6.50 | 23.85 | -6.01 | 38.96 | -19.41 | -46.76 | -15.99 | 44.91 | 130.88 | 35.62 | 54.40 | 0.09 | -21.23 | 39.40 | -14.65 | 12.59 | 1.08 | 27.98 | 7.92 | 7.83 | 13.31 | 44.19 | 7.50 |
| Sharpe Ratio | NA | 0.32 | 0.17 | 0.47 | 0.08 | NA | NA | 0.22 | -0.54 | 0.55 | 0.09 | -0.40 | 2.34 | -0.32 | 2.58 | -0.54 | -0.90 | -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 | 6.20 |
| Standard Deviation(%) | NA | 23.59 | 25.91 | 31.72 | 33.90 | NA | NA | 36.28 | 27.08 | 20.71 | 28.08 | 30.66 | 29.69 | 75.23 | 18.73 | 27.20 | 25.89 | 20.08 | 21.51 | 13.37 | 18.39 | 18.68 | 36.55 | 34.37 | 93.00 | 92.66 | 33.65 | 19.74 | 72.12 | 22.53 | 15.45 | 18.74 | 42.26 | 16.91 | 16.19 | 19.82 | 16.87 | 15.59 | 11.98 | 14.06 | 17.32 | 14.07 | 16.81 |
| Draw Down(%) | NA | 25.88 | 26.92 | 33.61 | 69.09 | NA | NA | 85.65 | 19.25 | 16.39 | 26.36 | 30.23 | 11.69 | 61.46 | 7.48 | 25.61 | 32.82 | 22.51 | 19.86 | 8.14 | 21.42 | 12.37 | 29.65 | 22.89 | 65.92 | 73.47 | 32.18 | 15.13 | 11.75 | 20.79 | 6.74 | 15.35 | 35.22 | 7.84 | 22.60 | 15.83 | 12.54 | 8.04 | 12.50 | 13.64 | 18.53 | 11.44 | 1.25 |
| Yield(%) | 0.00 | 4.72 | 5.03 | 7.43 | 4.12 | 6.90 | 3.47 | 18.12 | 2.18 | 4.56 | 4.80 | 3.42 | 4.75 | 2.76 | 7.68 | 6.18 | 5.36 | 4.02 | 4.83 | 6.98 | 4.38 | 4.69 | 3.97 | 4.83 | 3.96 | 4.61 | 3.37 | 4.22 | 4.42 | 5.17 | 7.04 | 6.33 | 6.70 | 8.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 11/22/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM (Kimco Realty Corporation) |
-40.25%
Mar 2006 - Mar 2009 |
-15.09%
Nov 2006 - Nov 2011 |
-4.66%
Apr 2008 - Apr 2018 |
-1.90%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM (Kimco Realty Corporation) |
74.83%
Mar 2003 - Mar 2006 |
52.65%
Jan 2002 - Jan 2007 |
24.80%
Nov 1996 - Nov 2006 |
21.37%
Jan 1992 - Jan 2007 |
Annualized Rolling Returns Comparison Chart