Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIM-PL (Kimco Realty Corporation) | 0.71% | 5.98% | 0.75% | 0.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIM-PL (Kimco Realty Corporation) | 08/10/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.98 | 0.75 | 0.22 | NA | NA | NA | … | … | 0.71 | 4.37 | -8.05 | 25.25 | -17.86 | 2.12 | 7.53 | 36.38 | -15.52 | 2.23 |
| Sharpe Ratio | NA | 0.38 | -0.08 | -0.17 | NA | NA | NA | … | … | -0.04 | 0.14 | -0.90 | 1.04 | -1.25 | 0.26 | 0.20 | 3.93 | -1.16 | 0.98 |
| Standard Deviation(%) | NA | 9.54 | 12.98 | 14.34 | NA | NA | NA | … | … | 8.81 | 10.99 | 13.03 | 20.89 | 15.47 | 8.07 | 35.67 | 8.89 | 14.66 | 5.13 |
| Draw Down(%) | NA | 11.08 | 18.37 | 23.74 | NA | NA | NA | … | … | 6.24 | 9.83 | 14.12 | 18.37 | 23.74 | 3.66 | 38.07 | 3.63 | 18.85 | 1.81 |
| Yield(%) | 0.00 | 6.47 | 5.55 | 4.91 | 4.41 | 2.94 | 2.20 | … | … | 3.17 | 6.13 | 4.14 | 6.32 | 5.03 | 4.89 | 4.93 | 5.35 | 5.21 | 2.14 |
Data as of 06/04/2026, Common starting date is 08/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM-PL (Kimco Realty Corporation) |
-4.52%
Oct 2020 – Oct 2023 |
-0.61%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM-PL (Kimco Realty Corporation) |
14.58%
Nov 2018 – Nov 2021 |
9.03%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart