Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XKIOX (KKR Income Opportunities Fund) | 2.45% | 7.07% | 10.93% | 4.02% | 4.59% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XKIOX (KKR Income Opportunities Fund) | 07/29/2013 | 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 (%) | 0.50 | 7.07 | 10.93 | 4.02 | 4.59 | NA | NA | … | … | 2.45 | 6.54 | 9.85 | 23.35 | -20.54 | 12.27 | 10.03 | 3.98 | -1.63 | -0.57 | 11.78 | -10.91 | 0.25 | 4.58 |
| Sharpe Ratio | NA | 1.14 | 2.07 | 0.25 | 0.42 | NA | NA | … | … | 0.46 | 0.87 | 2.17 | 2.84 | -2.69 | 4.77 | 0.59 | 0.69 | -1.01 | -0.22 | 1.80 | -2.22 | 0.06 | 4.19 |
| Standard Deviation(%) | NA | 3.49 | 3.82 | 5.60 | 7.09 | NA | NA | … | … | 4.10 | 4.20 | 2.86 | 6.99 | 8.18 | 2.57 | 16.59 | 3.63 | 3.00 | 5.63 | 6.42 | 4.93 | 3.76 | 2.62 |
| Draw Down(%) | NA | 3.26 | 5.12 | 21.96 | 33.41 | NA | NA | … | … | 3.26 | 5.12 | 1.36 | 8.42 | 21.96 | 1.93 | 31.52 | 6.16 | 7.98 | 6.24 | 8.75 | 13.34 | 8.91 | 1.23 |
| Yield(%) | 0.00 | 11.47 | 11.93 | 8.38 | 6.52 | 4.58 | 3.44 | … | … | 4.89 | 11.95 | 10.93 | 11.64 | 7.50 | 7.81 | 8.30 | 4.46 | 4.86 | 2.31 | 0.00 | 0.70 | 7.85 | 2.82 |
Data as of 06/05/2026, Common starting date is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKIOX (KKR Income Opportunities Fund) |
-10.08%
Mar 2017 – Mar 2020 |
-5.88%
Mar 2015 – Mar 2020 |
1.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKIOX (KKR Income Opportunities Fund) |
13.02%
Dec 2022 – Dec 2025 |
12.72%
Mar 2020 – Mar 2025 |
5.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart