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:
2.73
AGNC:
0.62
KKR:
3.51
AGNC:
0.92
KKR:
1.46
AGNC:
1.12
KKR:
6.39
AGNC:
0.37
KKR:
20.63
AGNC:
2.37
KKR:
4.32%
AGNC:
4.83%
KKR:
32.68%
AGNC:
18.46%
KKR:
-53.10%
AGNC:
-54.56%
KKR:
-5.91%
AGNC:
-17.47%
Fundamentals
KKR:
$138.88B
AGNC:
$8.32B
KKR:
$3.24
AGNC:
$1.51
KKR:
46.45
AGNC:
6.22
KKR:
0.67
AGNC:
17.55
KKR:
$18.50B
AGNC:
$2.99B
KKR:
$5.39B
AGNC:
$2.94B
KKR:
$6.68B
AGNC:
$3.01B
Returns By Period
The year-to-date returns for both investments are quite close, with KKR having a 3.60% return and AGNC slightly higher at 3.69%. Over the past 10 years, KKR has outperformed AGNC with an annualized return of 24.08%, while AGNC has yielded a comparatively lower 3.92% annualized return.
KKR
3.60%
1.33%
33.73%
89.90%
39.15%
24.08%
AGNC
3.69%
1.10%
-0.15%
14.20%
-0.51%
3.92%
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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 0.45%, less than AGNC's 15.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KKR KKR & Co. Inc. | 0.45% | 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. | 15.08% | 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 11.64% compared to AGNC Investment Corp. (AGNC) at 5.66%. 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