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 Asset Allocation Composite Moderate | NA | 14.06% | 1.67% | 6.38% | 5.51% | 6.57% | 7.19% | 7.97% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.43 | 14.06 | 1.67 | 6.38 | 5.51 | 6.57 | 7.19 | 7.97 | NA | 2.67 | 10.82 | -14.19 | 10.47 | 17.97 | 19.25 | -6.78 | 11.06 | 6.13 | -2.96 | 6.67 | 14.88 | 13.85 | -1.72 | 8.34 | 17.38 | -1.39 | 4.17 | 18.11 | 7.00 | 19.07 | 23.76 | 0.25 | 2.31 |
| Sharpe Ratio | NA | -0.23 | -0.31 | 0.41 | 0.39 | NA | NA | 0.74 | 0.15 | -0.47 | 0.97 | -1.62 | 1.25 | 1.85 | 2.79 | -0.90 | 1.99 | 0.82 | -0.41 | 0.95 | 1.92 | 1.75 | -0.11 | 0.69 | 1.73 | -0.54 | 0.10 | 1.95 | 0.75 | 2.39 | 4.15 | -0.22 | 0.01 |
| Standard Deviation(%) | NA | 8.28 | 8.24 | 8.59 | 7.94 | NA | NA | 8.33 | 8.37 | 8.28 | 6.75 | 9.61 | 8.33 | 9.60 | 6.40 | 9.02 | 5.24 | 7.25 | 7.36 | 7.03 | 7.75 | 7.87 | 16.55 | 11.98 | 9.98 | 4.31 | 11.24 | 7.63 | 6.46 | 7.60 | 5.56 | 3.86 | 0.05 |
| Draw Down(%) | NA | 8.09 | 13.81 | 16.80 | 16.80 | NA | NA | 17.43 | 1.81 | 7.05 | 8.70 | 16.41 | 3.85 | 7.58 | 2.58 | 12.17 | 2.15 | 5.77 | 9.48 | 5.55 | 7.05 | 7.47 | 17.43 | 10.70 | 4.97 | 6.01 | 7.66 | 8.17 | 4.45 | 8.15 | 3.14 | 4.08 | 0.00 |
| Yield(%) | NA | 4.74 | 5.08 | 5.21 | 5.42 | NA | NA | 4.92 | NA | 0.99 | 5.47 | 2.79 | 6.83 | 4.04 | 7.85 | 7.55 | 4.74 | 5.19 | 4.64 | 6.58 | 6.40 | 5.37 | 2.87 | 2.50 | 1.76 | 0.89 | 11.05 | 7.08 | 6.26 | 4.42 | 2.80 | 2.76 | 2.31 |
Data as of 11/29/2024, 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 Asset Allocation Composite Moderate |
-0.80%
Dec 2021 - Dec 2024 |
2.61%
Dec 2013 - Dec 2018 |
4.24%
Oct 2013 - Oct 2023 |
5.72%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Asset Allocation Composite Moderate |
19.81%
Apr 2003 - Apr 2006 |
15.50%
Oct 2002 - Oct 2007 |
11.34%
Apr 2003 - Apr 2013 |
9.50%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart