Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIO (KKR Income Opportunities Fund) | 2.52% | 4.55% | 12.88% | 3.78% | 8.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIO (KKR Income Opportunities Fund) | 07/26/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 4.55 | 12.88 | 3.78 | 8.03 | NA | NA | … | … | 2.52 | -1.55 | 18.45 | 31.48 | -28.59 | 26.35 | 1.93 | 21.96 | -3.27 | 11.93 | 30.01 | -5.22 | -0.71 | -6.28 |
| Sharpe Ratio | NA | 0.19 | 0.84 | 0.09 | 0.39 | NA | NA | … | … | 0.30 | -0.34 | 1.46 | 2.03 | -1.73 | 2.95 | 0.04 | 2.31 | -0.47 | 1.08 | 2.45 | -0.51 | -0.07 | -0.77 |
| Standard Deviation(%) | NA | 10.06 | 11.46 | 13.22 | 16.63 | NA | NA | … | … | 11.53 | 12.97 | 10.15 | 13.86 | 17.36 | 8.93 | 38.63 | 8.88 | 10.01 | 10.48 | 12.16 | 10.37 | 10.09 | 18.02 |
| Draw Down(%) | NA | 11.00 | 22.11 | 32.13 | 43.82 | NA | NA | … | … | 7.87 | 16.08 | 11.09 | 13.38 | 32.13 | 6.58 | 43.82 | 5.66 | 18.47 | 11.08 | 10.07 | 14.66 | 12.39 | 12.62 |
| Yield(%) | 0.00 | 12.02 | 13.41 | 8.61 | 9.75 | 6.50 | 4.87 | … | … | 5.27 | 11.81 | 11.55 | 13.00 | 7.54 | 8.76 | 9.17 | 10.38 | 8.57 | 8.40 | 11.99 | 9.62 | 9.52 | 2.83 |
Data as of 06/05/2026, Common starting date is 07/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIO (KKR Income Opportunities Fund) |
-5.54%
Mar 2017 – Mar 2020 |
0.68%
Oct 2017 – Oct 2022 |
6.01%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIO (KKR Income Opportunities Fund) |
18.31%
Feb 2016 – Feb 2019 |
14.54%
Mar 2020 – Mar 2025 |
9.85%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart