Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.18% | 2.37% | 5.28% | 4.55% | 6.51% | 6.12% | 6.62% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 22.18 | 2.37 | 5.28 | 4.55 | 6.51 | 6.12 | 6.62 | NA | 4.02 | 10.35 | -10.49 | 10.25 | 10.68 | 16.20 | -7.57 | 7.82 | 1.92 | 1.35 | 6.12 | 12.51 | 13.42 | -0.17 | 17.10 | 29.03 | -24.51 | 4.65 | 16.82 | 5.14 | 16.82 | 30.39 | 0.47 | -7.02 |
| Sharpe Ratio | NA | -0.20 | -0.29 | 0.18 | 0.25 | NA | NA | 0.47 | 0.01 | -0.31 | 0.68 | -1.00 | 1.13 | 0.56 | 2.32 | -1.09 | 1.43 | 0.20 | 0.16 | 1.00 | 1.76 | 2.00 | -0.01 | 1.65 | 1.63 | -1.12 | 0.16 | 2.03 | 0.52 | 2.23 | 5.00 | -0.09 | -1.01 |
| Standard Deviation(%) | NA | 8.23 | 9.86 | 12.01 | 9.96 | NA | NA | 10.57 | 6.38 | 8.28 | 9.01 | 11.90 | 9.02 | 18.64 | 6.37 | 8.17 | 5.02 | 8.54 | 8.16 | 6.11 | 7.08 | 6.69 | 14.01 | 10.34 | 17.79 | 22.77 | 10.55 | 6.67 | 5.72 | 7.12 | 5.94 | 7.39 | 9.22 |
| Draw Down(%) | NA | 6.20 | 16.90 | 26.42 | 26.42 | NA | NA | 38.98 | 0.50 | 6.20 | 9.28 | 17.54 | 5.30 | 26.42 | 2.63 | 11.46 | 3.31 | 8.71 | 7.36 | 4.90 | 7.26 | 5.67 | 15.16 | 8.08 | 16.92 | 35.58 | 7.29 | 6.13 | 4.31 | 8.31 | 3.77 | 12.66 | 19.47 |
| Yield(%) | NA | 4.47 | 6.03 | 5.07 | 4.44 | NA | NA | 4.68 | NA | 1.02 | 4.29 | 2.56 | 11.09 | 3.52 | 3.80 | 3.91 | 0.57 | 3.13 | 6.09 | 6.24 | 6.96 | 4.56 | 3.39 | 3.75 | 3.22 | 3.21 | 8.44 | 6.64 | 7.13 | 4.92 | 4.27 | 3.96 | 1.08 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-7.95%
Feb 2006 - Feb 2009 |
-0.62%
Feb 2004 - Feb 2009 |
3.16%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Strategic Asset Allocation - Equal Weight Moderate |
21.99%
Feb 2009 - Feb 2012 |
17.62%
Feb 2009 - Feb 2014 |
10.25%
Mar 2003 - Mar 2013 |
8.73%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart