KKR vs. AGNC
Compare and contrast key facts about KKR & Co. Inc. (KKR) and AGNC Investment Corp. (AGNC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KKR or AGNC.
Correlation
The correlation between KKR and AGNC is 0.41, 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
KKR vs. AGNC - Performance Comparison
Key characteristics
KKR:
0.36
AGNC:
0.44
KKR:
0.80
AGNC:
0.70
KKR:
1.11
AGNC:
1.10
KKR:
0.38
AGNC:
0.33
KKR:
1.15
AGNC:
1.50
KKR:
14.53%
AGNC:
6.30%
KKR:
46.69%
AGNC:
21.29%
KKR:
-53.10%
AGNC:
-54.56%
KKR:
-31.90%
AGNC:
-20.70%
Fundamentals
KKR:
$104.51B
AGNC:
$8.28B
KKR:
$3.28
AGNC:
$0.36
KKR:
34.53
AGNC:
24.22
KKR:
0.55
AGNC:
17.55
KKR:
3.96
AGNC:
14.17
KKR:
4.25
AGNC:
0.97
KKR:
$12.04B
AGNC:
$1.50B
KKR:
$2.82B
AGNC:
$1.47B
KKR:
$6.99B
AGNC:
$1.86B
Returns By Period
In the year-to-date period, KKR achieves a -23.08% return, which is significantly lower than AGNC's -0.36% return. Over the past 10 years, KKR has outperformed AGNC with an annualized return of 20.07%, while AGNC has yielded a comparatively lower 3.57% annualized return.
KKR
-23.08%
-4.86%
-18.56%
20.47%
38.48%
20.07%
AGNC
-0.36%
-8.17%
-4.01%
10.99%
6.49%
3.57%
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Risk-Adjusted Performance
KKR vs. AGNC — Risk-Adjusted Performance Rank
KKR
AGNC
KKR vs. AGNC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KKR & Co. Inc. (KKR) and AGNC Investment Corp. (AGNC). 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
KKR vs. AGNC - Dividend Comparison
KKR's dividend yield for the trailing twelve months is around 0.62%, less than AGNC's 16.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.62% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
AGNC AGNC Investment Corp. | 16.27% | 15.64% | 14.68% | 13.91% | 9.57% | 10.00% | 11.31% | 12.31% | 10.70% | 12.69% | 14.30% | 11.96% |
Drawdowns
KKR vs. AGNC - Drawdown Comparison
The maximum KKR drawdown since its inception was -53.10%, roughly equal to the maximum AGNC drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for KKR and AGNC. For additional features, visit the drawdowns tool.
Volatility
KKR vs. AGNC - Volatility Comparison
KKR & Co. Inc. (KKR) has a higher volatility of 29.75% compared to AGNC Investment Corp. (AGNC) at 13.73%. This indicates that KKR's price experiences larger fluctuations and is considered to be riskier than AGNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KKR vs. AGNC - Financials Comparison
This section allows you to compare key financial metrics between KKR & Co. Inc. and AGNC Investment Corp.. 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