AGNC vs. KKR
Compare and contrast key facts about AGNC Investment Corp. (AGNC) and KKR & Co. Inc. (KKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGNC or KKR.
Correlation
The correlation between AGNC and KKR is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGNC vs. KKR - Performance Comparison
Key characteristics
AGNC:
0.67
KKR:
0.57
AGNC:
0.99
KKR:
1.02
AGNC:
1.13
KKR:
1.13
AGNC:
0.39
KKR:
0.61
AGNC:
2.50
KKR:
1.97
AGNC:
4.84%
KKR:
10.95%
AGNC:
18.00%
KKR:
37.60%
AGNC:
-54.56%
KKR:
-53.10%
AGNC:
-15.06%
KKR:
-27.54%
Fundamentals
AGNC:
$8.69B
KKR:
$111.57B
AGNC:
$0.93
KKR:
$3.28
AGNC:
10.20
KKR:
36.86
AGNC:
17.55
KKR:
0.55
AGNC:
$1.50B
KKR:
$12.04B
AGNC:
$1.47B
KKR:
$2.82B
AGNC:
$1.86B
KKR:
$6.99B
Returns By Period
In the year-to-date period, AGNC achieves a 6.73% return, which is significantly higher than KKR's -18.16% return. Over the past 10 years, AGNC has underperformed KKR with an annualized return of 4.09%, while KKR has yielded a comparatively higher 21.01% annualized return.
AGNC
6.73%
-6.70%
-0.87%
13.25%
13.39%
4.09%
KKR
-18.16%
-9.10%
-8.33%
24.21%
42.00%
21.01%
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Risk-Adjusted Performance
AGNC vs. KKR — Risk-Adjusted Performance Rank
AGNC
KKR
AGNC vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGNC Investment Corp. (AGNC) and KKR & Co. Inc. (KKR). 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.
Dividends
AGNC vs. KKR - Dividend Comparison
AGNC's dividend yield for the trailing twelve months is around 15.19%, more than KKR's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGNC AGNC Investment Corp. | 15.19% | 15.64% | 14.68% | 13.91% | 9.57% | 10.00% | 11.31% | 12.31% | 10.70% | 12.69% | 14.30% | 11.96% |
KKR KKR & Co. Inc. | 0.58% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
AGNC vs. KKR - Drawdown Comparison
The maximum AGNC drawdown since its inception was -54.56%, roughly equal to the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for AGNC and KKR. For additional features, visit the drawdowns tool.
Volatility
AGNC vs. KKR - Volatility Comparison
The current volatility for AGNC Investment Corp. (AGNC) is 6.34%, while KKR & Co. Inc. (KKR) has a volatility of 14.26%. This indicates that AGNC experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AGNC vs. KKR - Financials Comparison
This section allows you to compare key financial metrics between AGNC Investment Corp. and KKR & Co. Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities