TRIS.L vs. KKR
Compare and contrast key facts about Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.L) and KKR & Co. Inc. (KKR).
TRIS.L is a passively managed fund by Invesco that tracks the performance of the Bloomberg US Government TR USD. It was launched on Jan 21, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRIS.L or KKR.
Correlation
The correlation between TRIS.L and KKR is 0.13, 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
TRIS.L vs. KKR - Performance Comparison
Key characteristics
TRIS.L:
-0.11
KKR:
1.21
TRIS.L:
-0.09
KKR:
1.81
TRIS.L:
0.99
KKR:
1.23
TRIS.L:
-0.05
KKR:
2.14
TRIS.L:
-0.27
KKR:
7.81
TRIS.L:
3.26%
KKR:
5.31%
TRIS.L:
7.75%
KKR:
34.13%
TRIS.L:
-19.25%
KKR:
-53.10%
TRIS.L:
-13.97%
KKR:
-19.36%
Returns By Period
In the year-to-date period, TRIS.L achieves a -0.19% return, which is significantly higher than KKR's -8.92% return.
TRIS.L
-0.19%
-2.14%
3.27%
0.01%
N/A
N/A
KKR
-8.92%
-16.17%
13.61%
44.49%
33.89%
21.79%
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Risk-Adjusted Performance
TRIS.L vs. KKR — Risk-Adjusted Performance Rank
TRIS.L
KKR
TRIS.L vs. KKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.L) and KKR & Co. Inc. (KKR). 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
TRIS.L vs. KKR - Dividend Comparison
TRIS.L's dividend yield for the trailing twelve months is around 4.88%, more than KKR's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIS.L Invesco US Treasury Bond 0-1 Year UCITS ETF Dist | 4.88% | 4.87% | 4.68% | 1.52% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KKR KKR & Co. Inc. | 0.52% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% | 8.75% |
Drawdowns
TRIS.L vs. KKR - Drawdown Comparison
The maximum TRIS.L drawdown since its inception was -19.25%, smaller than the maximum KKR drawdown of -53.10%. Use the drawdown chart below to compare losses from any high point for TRIS.L and KKR. For additional features, visit the drawdowns tool.
Volatility
TRIS.L vs. KKR - Volatility Comparison
The current volatility for Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.L) is 1.25%, while KKR & Co. Inc. (KKR) has a volatility of 12.13%. This indicates that TRIS.L experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.