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KW: Kennedy-Wilson Holdings, Inc. (STOCK)
Basic Info 11.01 0.01(0.09%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/04/2007 |
| Last Dividend Date: | 03/31/2026 |
| 12-Mo. Yield | 7.48% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.1 | 80.1 | -5.8 | -6.1 | -1.5 | 3.6 | 4.3 | 2.6 | -13.8 | -16.0 | -30.6 | 39.2 | -15.0 | 27.7 | 9.0 | -12.2 | -12.5 | -2.9 | 15.8 | 61.7 | 34.1 | 7.1 | 11.6 | -2.2 | 0.5 | 1.1 |
| Sharpe Ratio | NA | 2.17 | 2.12 | -0.25 | -0.25 | -0.1 | NA | 0.11 | -0.01 | -0.47 | -0.6 | -1.03 | 1.89 | -0.26 | 1.36 | 0.37 | -0.63 | -0.37 | -0.12 | 0.67 | 3.24 | 1.37 | 0.22 | 0.5 | -0.32 | -0.05 | 1.19 |
| Draw Down(%) | NA | 2.9 | 17.3 | 60.5 | 70.7 | 70.7 | NA | 70.7 | 38.7 | 35.7 | 37.9 | 40.5 | 9.3 | 49.9 | 10.7 | 21.0 | 22.2 | 34.2 | 19.9 | 19.1 | 12.7 | 18.3 | 18.3 | 19.5 | 10.5 | 9.9 | 1.5 |
| Standard Deviation(%) | NA | 16.8 | 36.6 | 37.1 | 34.4 | 33.4 | NA | 29.1 | 46.3 | 36.9 | 32.8 | 31.2 | 20.7 | 57.3 | 19.2 | 20.6 | 20.6 | 34.3 | 25.2 | 23.5 | 19.0 | 25.1 | 32.1 | 22.9 | 7.0 | 8.9 | 12.2 |
| Treynor Ratio | NA | 4.5 | 1.73 | -0.1 | -0.09 | -0.03 | NA | 0.05 | 0.0 | -0.16 | -0.15 | -0.36 | 0.55 | -0.12 | 0.31 | 0.12 | -0.14 | -0.07 | -0.03 | 0.15 | 0.64 | 0.33 | 0.08 | 0.27 | -1.26 | -0.18 | -2.07 |
| Alpha | NA | 0.12 | 0.21 | -0.07 | -0.05 | -0.05 | NA | 0.0 | -0.02 | -0.13 | -0.17 | -0.06 | 0.07 | -0.12 | 0.01 | 0.05 | -0.11 | -0.12 | -0.01 | 0.02 | 0.09 | 0.06 | 0.03 | 0.02 | -0.01 | 0.0 | 0.06 |
| Beta | NA | 0.08 | 0.45 | 0.93 | 0.95 | 1.03 | NA | 0.67 | 1.0 | 1.08 | 1.3 | 0.89 | 0.71 | 1.24 | 0.85 | 0.64 | 0.92 | 1.84 | 1.01 | 1.03 | 0.97 | 1.05 | 0.86 | 0.43 | 0.02 | 0.02 | -0.07 |
| RSquared | NA | 0.0 | 0.02 | 0.14 | 0.22 | 0.32 | NA | 0.21 | 0.15 | 0.14 | 0.29 | 0.51 | 0.22 | 0.58 | 0.31 | 0.28 | 0.1 | 0.53 | 0.37 | 0.26 | 0.33 | 0.3 | 0.43 | 0.12 | 0.01 | 0.01 | 0.01 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 4.8 | 6.1 | 4.0 | 5.1 | 3.9 | 4.7 | 4.4 | 3.4 | 2.4 | 1.9 | 2.0 | 2.0 | 1.8 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | N/A | N/A | N/A | N/A | N/A | N/A | -20.0 | -37.5 | 0.0 | 6.7 | 2.3 | 3.5 | 9.0 | 11.4 | 25.0 | 16.7 | 6.7 | 60.7 | 40.0 | 66.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2007
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