RA vs. KIO
RA (Brookfield Real Assets Income Fund Inc.) and KIO (KKR Income Opportunities Fund) are both Multisector Bonds funds. Over the past 5 years, RA returned 0.72%/yr vs 3.63%/yr for KIO. Their 0.40 correlation means their historical movements had little consistent relationship. RA charges 2.76%/yr vs 0.04%/yr for KIO.
Performance
RA vs. KIO - Performance Comparison
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Returns By Period
In the year-to-date period, RA achieves a 5.38% return, which is significantly higher than KIO's 2.40% return.
RA
- 1D
- 0.31%
- 1M
- 0.14%
- 6M
- 3.94%
- YTD
- 5.38%
- 1Y
- 8.00%
- 3Y*
- 1.61%
- 5Y*
- 0.72%
- 10Y*
- —
- ALL TIME*
- 6.00%
KIO
- 1D
- -0.54%
- 1M
- -2.04%
- 6M
- 1.34%
- YTD
- 2.40%
- 1Y
- -2.11%
- 3Y*
- 9.15%
- 5Y*
- 3.63%
- 10Y*
- 7.25%
- ALL TIME*
- 5.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.79M | $2.44M | $2.08M | |
| $1.63M | $1.68M | $1.92M |
RA vs. KIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 5.38% | 8.32% | 15.87% | -9.02% | -13.47% | 32.35% | -4.17% | 24.89% | -9.15% | 15.99% |
KIO KKR Income Opportunities Fund | 2.40% | -2.49% | 18.45% | 31.53% | -28.25% | 26.82% | 2.04% | 21.92% | -2.53% | 9.68% |
Correlation
The correlation between RA and KIO is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.43 |
Correlation (3Y) Balances recent behavior with more history. | 0.37 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2016 | 0.40 |
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Return for Risk
RA vs. KIO — Risk / Return Rank
RA
KIO
RA vs. KIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Real Assets Income Fund Inc. (RA) and KKR Income Opportunities Fund (KIO). 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.
| RA | KIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.17 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.97 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | -0.21 | +1.38 |
| Martin ratioReturn relative to average drawdown | 3.15 | -0.44 | +3.59 |
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Drawdowns
RA vs. KIO - Drawdown Comparison
The maximum RA drawdown since its inception was -50.66%, which is greater than KIO's maximum drawdown of -43.87%. Use the drawdown chart below to compare losses from any high point for RA and KIO.
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Drawdown Indicators
| RA | KIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -43.87% | -6.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -11.01% | +4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -28.42% | -22.85% | -5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -30.83% | -31.87% | +1.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.87% | — |
Current DrawdownCurrent decline from peak | -1.31% | -8.84% | +7.53% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -8.08% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 5.15% | -2.66% |
Volatility
RA vs. KIO - Volatility Comparison
The current volatility for Brookfield Real Assets Income Fund Inc. (RA) is 1.80%, while KKR Income Opportunities Fund (KIO) has a volatility of 2.61%. This indicates that RA experiences smaller price fluctuations and is considered to be less risky than KIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RA | KIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 2.61% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 6.91% | 7.92% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.31% | 10.28% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 13.20% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 16.33% | +4.17% |
RA vs. KIO - Expense Ratio Comparison
RA has a 2.76% expense ratio, which is higher than KIO's 0.04% expense ratio.
Dividends
RA vs. KIO - Dividend Comparison
RA's dividend yield for the trailing twelve months is around 11.05%, less than KIO's 13.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KIO KKR Income Opportunities Fund | 13.24% | 12.58% | 10.90% | 11.32% | 11.44% | 7.45% | 10.12% | 9.51% | 10.53% | 9.66% | 9.92% | 10.81% |
RA Brookfield Real Assets Income Fund Inc. | 11.05% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% | 0.00% |
Frequently Asked Questions
RA and KIO have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KIO has higher volatility (2.61%) compared to RA (1.80%). In terms of maximum drawdown, RA dropped -50.66% vs KIO's -43.87%.
RA currently has the higher Sharpe Ratio (0.95 vs -0.22), 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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