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KRG vs. ^W2DOW
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between KRG and ^W2DOW is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

KRG vs. ^W2DOW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kite Realty Group Trust (KRG) and Dow Jones Global ex-U.S. Index (^W2DOW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

KRG:

0.34

^W2DOW:

0.72

Sortino Ratio

KRG:

0.77

^W2DOW:

0.94

Omega Ratio

KRG:

1.10

^W2DOW:

1.15

Calmar Ratio

KRG:

0.27

^W2DOW:

0.62

Martin Ratio

KRG:

0.88

^W2DOW:

2.00

Ulcer Index

KRG:

12.03%

^W2DOW:

4.86%

Daily Std Dev

KRG:

24.39%

^W2DOW:

14.54%

Max Drawdown

KRG:

-88.63%

^W2DOW:

-93.05%

Current Drawdown

KRG:

-29.63%

^W2DOW:

-0.34%

Returns By Period

In the year-to-date period, KRG achieves a -10.06% return, which is significantly lower than ^W2DOW's 11.79% return. Over the past 10 years, KRG has outperformed ^W2DOW with an annualized return of 3.27%, while ^W2DOW has yielded a comparatively lower 2.96% annualized return.


KRG

YTD

-10.06%

1M

0.23%

6M

-17.66%

1Y

5.81%

3Y*

6.67%

5Y*

22.84%

10Y*

3.27%

^W2DOW

YTD

11.79%

1M

4.89%

6M

9.34%

1Y

10.51%

3Y*

6.42%

5Y*

7.54%

10Y*

2.96%

*Annualized

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Kite Realty Group Trust

Dow Jones Global ex-U.S. Index

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

KRG vs. ^W2DOW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KRG
The Risk-Adjusted Performance Rank of KRG is 6161
Overall Rank
The Sharpe Ratio Rank of KRG is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of KRG is 5959
Sortino Ratio Rank
The Omega Ratio Rank of KRG is 5757
Omega Ratio Rank
The Calmar Ratio Rank of KRG is 6464
Calmar Ratio Rank
The Martin Ratio Rank of KRG is 6262
Martin Ratio Rank

^W2DOW
The Risk-Adjusted Performance Rank of ^W2DOW is 6565
Overall Rank
The Sharpe Ratio Rank of ^W2DOW is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of ^W2DOW is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ^W2DOW is 6969
Omega Ratio Rank
The Calmar Ratio Rank of ^W2DOW is 6969
Calmar Ratio Rank
The Martin Ratio Rank of ^W2DOW is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KRG vs. ^W2DOW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and Dow Jones Global ex-U.S. Index (^W2DOW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current KRG Sharpe Ratio is 0.34, which is lower than the ^W2DOW Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of KRG and ^W2DOW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

KRG vs. ^W2DOW - Drawdown Comparison

The maximum KRG drawdown since its inception was -88.63%, roughly equal to the maximum ^W2DOW drawdown of -93.05%. Use the drawdown chart below to compare losses from any high point for KRG and ^W2DOW.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

KRG vs. ^W2DOW - Volatility Comparison

Kite Realty Group Trust (KRG) has a higher volatility of 8.11% compared to Dow Jones Global ex-U.S. Index (^W2DOW) at 2.47%. This indicates that KRG's price experiences larger fluctuations and is considered to be riskier than ^W2DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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