Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIM-PN | 11.17% | 13.78% | 15.71% | 5.95% | 1.43% | 3.05% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIM-PN | 04/06/2011 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.35 | 13.78 | 15.71 | 5.95 | 1.43 | 3.05 | NA | … | … | 11.17 | 3.77 | 10.41 | 22.72 | -15.16 | 18.20 | -16.74 | 21.05 | -14.24 | -5.91 | 0.21 | -8.64 | 14.27 | 8.54 | 26.58 | -14.95 |
| Sharpe Ratio | NA | 0.55 | 0.83 | 0.19 | -0.01 | NA | NA | … | … | 1.33 | 0.07 | 0.55 | 0.99 | -0.79 | 1.27 | -0.28 | 1.40 | -0.79 | -0.35 | 0.00 | -0.42 | 1.07 | 0.49 | 1.67 | -0.78 |
| Standard Deviation(%) | NA | 11.69 | 14.30 | 16.10 | 24.98 | NA | NA | … | … | 10.07 | 12.54 | 12.30 | 19.42 | 21.01 | 14.25 | 59.53 | 13.97 | 19.80 | 18.80 | 22.07 | 20.80 | 13.26 | 17.23 | 16.20 | 25.12 |
| Draw Down(%) | NA | 6.28 | 6.96 | 30.00 | 64.62 | NA | NA | … | … | 3.03 | 6.28 | 6.63 | 8.77 | 28.19 | 10.13 | 57.15 | 9.53 | 16.63 | 19.65 | 17.75 | 23.08 | 6.45 | 15.87 | 6.16 | 32.31 |
| Yield(%) | 0.00 | 6.14 | 7.43 | 4.08 | 1.76 | 1.60 | 1.19 | … | … | 3.15 | 6.06 | 4.99 | 7.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM-PN (KIM-PN) |
-17.35%
Mar 2017 – Mar 2020 |
-14.53%
Mar 2015 – Mar 2020 |
-2.89%
Apr 2013 – Apr 2023 |
2.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIM-PN (KIM-PN) |
17.96%
Nov 2011 – Nov 2014 |
17.64%
Mar 2020 – Mar 2025 |
4.59%
Sep 2011 – Sep 2021 |
2.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart