Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KW (Kennedy-Wilson Holdings, Inc.) | 15.01% | 79.11% | -5.86% | -6.10% | -1.61% | 3.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KW (Kennedy-Wilson Holdings, Inc.) | 12/04/2007 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 79.11 | -5.86 | -6.10 | -1.61 | 3.66 | NA | … | … | 15.01 | 2.60 | -13.83 | -15.99 | -30.55 | 39.23 | -14.99 | 27.67 | 9.04 | -12.19 | -12.50 | -2.94 | 15.78 | 61.65 | 34.12 | 7.05 | 11.62 | -2.19 | 0.55 | 1.11 |
| Sharpe Ratio | NA | 2.14 | -0.22 | -0.24 | -0.09 | NA | NA | … | … | 2.25 | -0.01 | -0.47 | -0.60 | -1.03 | 1.89 | -0.26 | 1.36 | 0.37 | -0.63 | -0.37 | -0.12 | 0.67 | 3.24 | 1.37 | 0.22 | 0.50 | -0.32 | -0.05 | 1.19 |
| Standard Deviation(%) | NA | 36.66 | 37.26 | 34.42 | 33.38 | NA | NA | … | … | 17.19 | 46.25 | 36.91 | 32.83 | 31.24 | 20.70 | 57.34 | 19.24 | 20.56 | 20.58 | 34.32 | 25.20 | 23.45 | 18.99 | 25.13 | 32.07 | 22.86 | 7.05 | 8.88 | 12.21 |
| Draw Down(%) | NA | 17.27 | 60.47 | 70.67 | 70.67 | NA | NA | … | … | 2.90 | 38.75 | 35.71 | 37.88 | 40.45 | 9.32 | 49.91 | 10.70 | 20.97 | 22.17 | 34.22 | 19.91 | 19.12 | 12.66 | 18.27 | 18.30 | 19.48 | 10.46 | 9.89 | 1.55 |
| Yield(%) | 0.00 | 7.40 | 4.03 | 3.79 | 3.62 | 5.44 | 5.18 | … | … | 1.24 | 4.84 | 4.80 | 6.13 | 3.97 | 5.14 | 3.91 | 4.65 | 4.36 | 3.43 | 2.38 | 1.89 | 2.04 | 2.00 | 1.82 | 1.21 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KW (Kennedy-Wilson Holdings, Inc.) |
-30.03%
Apr 2022 – Apr 2025 |
-12.03%
Apr 2019 – Apr 2024 |
-8.91%
May 2015 – May 2025 |
-0.19%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KW (Kennedy-Wilson Holdings, Inc.) |
35.90%
Dec 2011 – Dec 2014 |
25.31%
Jan 2010 – Jan 2015 |
12.03%
Dec 2009 – Dec 2019 |
7.32%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart