Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKR-PB (KKR & Company. L.P. 6.50% Series B Preferred Unit) | NA | -1.99% | 4.75% | 6.04% | NA | NA | NA | … | … |
Data as of 09/14/2021, Common starting date is 06/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKR-PB (KKR & Company. L.P. 6.50% Series B Preferred Unit) | 06/16/2016 | 09/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | -1.99 | 4.75 | 6.04 | NA | NA | NA | … | … | -2.90 | 0.45 | 3.66 | -3.03 | 7.65 | -0.84 |
| Sharpe Ratio | NA | -0.27 | 0.22 | 0.34 | NA | NA | NA | … | … | -0.86 | 0.01 | 0.28 | -0.48 | 0.83 | -0.16 |
| Standard Deviation(%) | NA | 7.62 | 18.81 | 15.66 | NA | NA | NA | … | … | 4.82 | 31.25 | 7.98 | 9.12 | 8.53 | 11.03 |
| Draw Down(%) | NA | 5.78 | 32.45 | 32.45 | NA | NA | NA | … | … | 4.70 | 33.12 | 5.01 | 7.08 | 3.99 | 8.56 |
| Yield(%) | 0.00 | 6.04 | 6.26 | 6.45 | 3.42 | 2.28 | 1.71 | … | … | 4.57 | 6.01 | 6.33 | 6.20 | 6.56 | 3.15 |
Data as of 09/14/2021, Common starting date is 06/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PB (KKR & Company. L.P. 6.50% Series B Preferred Unit) |
4.28%
Aug 2018 – Aug 2021 |
5.25%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PB (KKR & Company. L.P. 6.50% Series B Preferred Unit) |
9.22%
Dec 2016 – Dec 2019 |
5.91%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart