Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Tactical Asset Allocation Moderate | NA | 21.98% | 3.08% | 8.08% | 7.55% | 9.14% | 9.33% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIMCO REALTY CORP. 401(k) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.30 | 21.98 | 3.08 | 8.08 | 7.55 | 9.14 | 9.33 | … | … | 1.09 | 5.98 | 11.64 | -11.04 | 12.38 | 18.18 | 19.47 | -4.30 | 14.60 | 8.10 | -0.34 | 6.34 | 16.79 | 12.82 | 3.94 | 19.21 | 22.95 | -6.51 | 7.96 | 22.52 | 3.03 | 17.51 | 29.19 | 4.74 | -7.15 |
| Sharpe Ratio | NA | 0.12 | -0.12 | 0.38 | 0.51 | NA | NA | … | … | 0.12 | -0.06 | 0.84 | -1.00 | 1.25 | 0.94 | 3.00 | -0.62 | 2.69 | 0.93 | -0.04 | 0.81 | 2.20 | 1.57 | 0.25 | 1.52 | 2.85 | -1.54 | 0.46 | 2.28 | 0.13 | 2.00 | 5.06 | 0.82 | -1.52 |
| Standard Deviation(%) | NA | 9.60 | 10.40 | 12.58 | 10.47 | NA | NA | … | … | 8.55 | 9.63 | 8.84 | 12.41 | 9.87 | 19.17 | 6.01 | 9.13 | 5.20 | 8.48 | 9.39 | 7.84 | 7.61 | 8.11 | 15.70 | 12.61 | 8.03 | 4.84 | 10.91 | 8.46 | 6.76 | 8.30 | 5.64 | 4.45 | 6.23 |
| Draw Down(%) | NA | 6.56 | 16.52 | 22.90 | 22.90 | NA | NA | … | … | 0.49 | 6.56 | 8.06 | 17.94 | 5.04 | 22.90 | 3.10 | 12.30 | 1.81 | 7.75 | 11.01 | 5.13 | 8.11 | 6.42 | 13.41 | 9.30 | 3.76 | 11.22 | 8.24 | 7.52 | 5.59 | 10.55 | 2.68 | 3.47 | 11.75 |
| Yield(%) | NA | 8.56 | 6.02 | 6.50 | 6.30 | NA | NA | … | … | NA | 3.52 | 6.23 | 3.13 | 8.31 | 6.28 | 7.69 | 5.39 | 5.52 | 6.77 | 7.04 | 7.53 | 3.15 | 3.93 | 3.58 | 3.69 | 3.50 | 6.25 | 12.15 | 10.34 | 8.45 | 5.81 | 5.45 | 5.41 | 1.67 |
Data as of 10/31/2024, Common starting date 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 Tactical Asset Allocation Moderate |
1.72%
Dec 2021 – Dec 2024 |
3.45%
Mar 2015 – Mar 2020 |
6.17%
Oct 2013 – Oct 2023 |
7.73%
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 Tactical Asset Allocation Moderate |
19.31%
Mar 2009 – Mar 2012 |
17.16%
Oct 2002 – Oct 2007 |
13.11%
Jan 2003 – Jan 2013 |
11.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart