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KR vs. CII
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KR vs. CII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Kroger Co. (KR) and BlackRock Enhanced Large Cap Core Fund (CII). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KR achieves a 4.64% return, which is significantly lower than CII's 7.72% return. Over the past 10 years, KR has underperformed CII with an annualized return of 8.32%, while CII has yielded a comparatively higher 14.94% annualized return.


KR

1D
0.92%
1M
-1.80%
YTD
4.64%
6M
3.46%
1Y
1.54%
3Y*
13.84%
5Y*
13.21%
10Y*
8.32%

CII

1D
0.58%
1M
-1.81%
YTD
7.72%
6M
10.66%
1Y
38.70%
3Y*
20.94%
5Y*
13.51%
10Y*
14.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KR vs. CII - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KR
The Kroger Co.
4.64%4.25%36.91%4.99%0.44%45.41%11.90%7.90%2.08%-18.97%
CII
BlackRock Enhanced Large Cap Core Fund
7.72%37.78%12.70%18.47%-13.21%34.26%8.11%30.46%-8.60%27.73%

Correlation

The correlation between KR and CII is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.28

Correlation (3Y)
Calculated over the trailing 3-year period

-0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since May 26, 2004

0.21

The correlation between KR and CII shifts across timeframes, from -0.28 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

KR vs. CII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KR
KR Risk / Return Rank: 4242
Overall Rank
KR Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
KR Sortino Ratio Rank: 3939
Sortino Ratio Rank
KR Omega Ratio Rank: 3838
Omega Ratio Rank
KR Calmar Ratio Rank: 4444
Calmar Ratio Rank
KR Martin Ratio Rank: 4444
Martin Ratio Rank

CII
CII Risk / Return Rank: 8484
Overall Rank
CII Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CII Sortino Ratio Rank: 8383
Sortino Ratio Rank
CII Omega Ratio Rank: 8080
Omega Ratio Rank
CII Calmar Ratio Rank: 8484
Calmar Ratio Rank
CII Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KR vs. CII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and BlackRock Enhanced Large Cap Core Fund (CII). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KRCIIDifference
Sharpe ratioReturn per unit of total volatility

-2.47

Sortino ratioReturn per unit of downside risk

-3.04

Omega ratioGain probability vs. loss probability

1.03

1.43

-0.40

Calmar ratioReturn relative to maximum drawdown

0.08

3.33

-3.25

Martin ratioReturn relative to average drawdown

0.15

12.71

-12.56

KR vs. CII - Sharpe Ratio Comparison

The current KR Sharpe Ratio is 0.06, which is lower than the CII Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of KR and CII, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

KR vs. CII - Drawdown Comparison

The maximum KR drawdown since its inception was -66.81%, which is greater than CII's maximum drawdown of -56.43%. Use the drawdown chart below to compare losses from any high point for KR and CII.


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Drawdown Indicators


KRCIIDifference

Max Drawdown

Largest peak-to-trough decline

-66.81%

-56.43%

-10.38%

Max Drawdown (1Y)

Largest decline over 1 year

-19.44%

-11.67%

-7.77%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

-21.05%

+1.61%

Max Drawdown (5Y)

Largest decline over 5 years

-31.07%

-22.32%

-8.75%

Max Drawdown (10Y)

Largest decline over 10 years

-46.25%

-40.56%

-5.69%

Current Drawdown

Current decline from peak

-13.95%

-6.33%

-7.62%

Average Drawdown

Average peak-to-trough decline

-22.44%

-6.17%

-16.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.13%

3.05%

+7.08%

Volatility

KR vs. CII - Volatility Comparison

The Kroger Co. (KR) has a higher volatility of 9.04% compared to BlackRock Enhanced Large Cap Core Fund (CII) at 5.22%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than CII based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRCIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.04%

5.22%

+3.82%

Volatility (6M)

Calculated over the trailing 6-month period

20.04%

12.09%

+7.95%

Volatility (1Y)

Calculated over the trailing 1-year period

27.54%

15.40%

+12.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.85%

17.16%

+9.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.94%

18.54%

+10.40%

Dividends

KR vs. CII - Dividend Comparison

KR's dividend yield for the trailing twelve months is around 2.16%, less than CII's 15.93% yield.


PositionTTM20252024202320222021202020192018201720162015
CII
BlackRock Enhanced Large Cap Core Fund
15.93%16.65%6.15%6.28%12.27%4.98%6.03%5.79%7.06%6.07%8.38%8.49%
KR
The Kroger Co.
2.16%2.14%2.00%2.41%2.11%1.72%2.14%2.07%1.93%1.79%1.30%0.94%

Frequently Asked Questions


KR and CII have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KR has higher volatility (9.04%) compared to CII (5.22%). In terms of maximum drawdown, KR dropped -66.81% vs CII's -56.43%.

CII currently has the higher Sharpe Ratio (2.52 vs 0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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