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KKR & Co. Inc. (KKR)

Equity · Currency in USD
Sector
Financial Services
Industry
Asset Management
ISIN
US48251W1045
CUSIP
48251W104

KKRPrice Chart


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KKRPerformance

The chart shows the growth of $10,000 invested in KKR & Co. Inc. on Jul 16, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $122,702 for a total return of roughly 1,127.02%. All prices are adjusted for splits and dividends.


KKR (KKR & Co. Inc.)
Benchmark (S&P 500)

KKRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-2.69%0.43%
6M34.03%9.37%
YTD85.39%22.33%
1Y93.12%26.59%
5Y39.07%15.74%
10Y25.66%14.46%

KKRMonthly Returns Heatmap


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KKRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current KKR & Co. Inc. Sharpe ratio is 3.60. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


KKR (KKR & Co. Inc.)
Benchmark (S&P 500)

KKRDividends

KKR & Co. Inc. granted a 0.77% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $0.57 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.57$0.53$0.50$0.64$0.67$0.64$1.58$2.03$1.62$0.84$0.71$0.23

Dividend yield

0.77%1.31%1.71%3.23%3.18%4.16%10.13%8.75%6.66%5.52%5.53%1.62%

KKRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


KKR (KKR & Co. Inc.)
Benchmark (S&P 500)

KKRWorst Drawdowns

The table below shows the maximum drawdowns of the KKR & Co. Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the KKR & Co. Inc. is 53.10%, recorded on Feb 11, 2016. It took 477 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.1%Jul 30, 2015136Feb 11, 2016477Jan 3, 2018613
-46.49%May 2, 2011108Oct 3, 2011334Feb 1, 2013442
-45.48%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-33.54%Sep 25, 201863Dec 24, 2018180Sep 12, 2019243
-19.14%Jul 24, 201460Oct 16, 201467Jan 23, 2015127
-18.64%Jan 26, 201846Apr 3, 201854Jun 19, 2018100
-15.84%May 7, 201334Jun 24, 201319Jul 22, 201353
-15.6%Jan 23, 201457Apr 14, 201469Jul 23, 2014126
-14.26%Sep 26, 20195Oct 2, 201931Nov 14, 201936
-13.73%Jul 16, 20104Jul 21, 201019Aug 17, 201023

KKRVolatility Chart

Current KKR & Co. Inc. volatility is 19.88%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


KKR (KKR & Co. Inc.)
Benchmark (S&P 500)

Portfolios with KKR & Co. Inc.


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