Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIM-PM (Kimco Realty Corporation) | -0.34% | 5.35% | 0.49% | 0.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIM-PM (Kimco Realty Corporation) | 12/13/2017 | 06/05/2026 |
| 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 (%) | -0.94 | 5.35 | 0.49 | 0.35 | NA | NA | NA | … | … | -0.34 | 4.38 | -6.03 | 22.05 | -17.30 | 2.97 | 9.45 | 32.45 | -12.57 | -0.04 |
| Sharpe Ratio | NA | 0.29 | -0.22 | -0.16 | NA | NA | NA | … | … | -0.40 | 0.13 | -0.74 | 0.93 | -1.31 | 0.39 | 0.27 | 4.34 | -1.05 | -0.23 |
| Standard Deviation(%) | NA | 9.20 | 12.82 | 13.91 | NA | NA | NA | … | … | 8.20 | 11.43 | 13.11 | 19.97 | 14.40 | 7.51 | 33.39 | 7.14 | 13.39 | 8.37 |
| Draw Down(%) | NA | 11.16 | 18.17 | 22.75 | NA | NA | NA | … | … | 6.30 | 10.73 | 15.50 | 18.17 | 22.49 | 4.38 | 34.74 | 2.92 | 18.13 | 1.32 |
| Yield(%) | 0.00 | 6.51 | 5.58 | 5.00 | 4.41 | 2.94 | 2.20 | … | … | 3.18 | 6.11 | 4.22 | 6.36 | 5.05 | 4.96 | 6.07 | 5.36 | 5.67 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM-PM (Kimco Realty Corporation) |
-3.89%
Oct 2019 – Oct 2022 |
0.03%
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-PM (Kimco Realty Corporation) |
15.15%
Nov 2018 – Nov 2021 |
8.93%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart