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 Asset Allocation Composite Moderate | 6.20% | 23.69% | 12.22% | 5.80% | 8.03% | 6.83% | 7.27% | … | … |
Data as of 02/27/2026, Common starting date 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 | 05/01/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 23.69 | 12.22 | 5.80 | 8.03 | 6.83 | 7.27 | … | … | 6.20 | 17.89 | 3.01 | 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 | 2.21 | 0.96 | 0.30 | 0.72 | NA | NA | … | … | 0.43 | 1.62 | -0.07 | 1.06 | -1.63 | 1.25 | 1.85 | 2.78 | -0.91 | 1.98 | 0.82 | -0.41 | 0.95 | 1.92 | 1.75 | -0.11 | 0.69 | 1.73 | -0.55 | 0.09 | 1.93 | 0.73 | 2.38 | 4.15 | -0.23 | -2.43 |
| Standard Deviation(%) | NA | 9.72 | 9.16 | 8.83 | 8.33 | NA | NA | … | … | 12.63 | 9.29 | 8.24 | 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 | 8.41 | 13.12 | 16.80 | 16.80 | NA | NA | … | … | 8.41 | 9.68 | 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 | … | … | NA | 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 02/27/2026, 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 Asset Allocation Composite Moderate |
-0.69%
Dec 2021 – Dec 2024 |
2.61%
Dec 2013 – Dec 2018 |
4.24%
Oct 2013 – Oct 2023 |
5.64%
Apr 2010 – Apr 2025 |
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