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 0.33, 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
KKR vs. AGNC - Performance Comparison
Key characteristics
KKR:
1.40
AGNC:
1.78
KKR:
2.02
AGNC:
2.32
KKR:
1.26
AGNC:
1.31
KKR:
2.87
AGNC:
1.03
KKR:
9.41
AGNC:
6.58
KKR:
5.06%
AGNC:
4.79%
KKR:
34.14%
AGNC:
17.44%
KKR:
-53.10%
AGNC:
-54.56%
KKR:
-15.74%
AGNC:
-8.26%
Fundamentals
KKR:
$129.75B
AGNC:
$9.41B
KKR:
$3.28
AGNC:
$0.93
KKR:
42.87
AGNC:
11.28
KKR:
0.64
AGNC:
17.55
KKR:
$18.44B
AGNC:
$2.99B
KKR:
$2.89B
AGNC:
$2.94B
KKR:
$6.68B
AGNC:
$3.01B
Returns By Period
In the year-to-date period, KKR achieves a -4.82% return, which is significantly lower than AGNC's 15.27% return. Over the past 10 years, KKR has outperformed AGNC with an annualized return of 22.20%, while AGNC has yielded a comparatively lower 4.86% annualized return.
KKR
-4.82%
-10.66%
18.80%
47.83%
34.63%
22.20%
AGNC
15.27%
10.47%
11.53%
28.32%
-0.01%
4.86%
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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 0.50%, less than AGNC's 13.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.50% | 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. | 13.73% | 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 12.70% compared to AGNC Investment Corp. (AGNC) at 3.54%. 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