(KKR) KKR - Performance 20.5% in 12m
Compare KKR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.87%
#22 in Group
Rel. Strength
76.42%
#1895 in Universe
Total Return 12m
20.47%
#38 in Group
Total Return 5y
379.78%
#2 in Group
P/E 30.9
85th Percentile in Group
P/E Forward 16.8
82th Percentile in Group
PEG 0.47
6th Percentile in Group
FCF Yield 20.7%
61th Percentile in Group
12m Total Return: KKR (20.5%) vs XLF (19.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-8.74% | 14.9% | 352% | 14.4 | 12.8 | 1.86 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.98% | 29.5% | 223% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-9.8% | 20.9% | 269% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.11% | 5.75% | 155% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-7.15% | 41.1% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.52% | 9.12% | 130% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-2.69% | 25.3% | 129% | 11.5 | 8.88 | 1.71 | 45.6% | 9.29% |
| PNNT NYSE PennantPark Investment |
-8.21% | 5.01% | 247% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
Performance Comparison: KKR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KKR
| Total Return (including Dividends) | KKR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -7.00% | -4.78% | -4.31% |
| 3 Months | -29.42% | -6.25% | -7.85% |
| 12 Months | 20.47% | 19.30% | 10.76% |
| 5 Years | 379.78% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | KKR | XLF | S&P 500 |
| 1 Month | -26.8% | -30.6% | -35.6% |
| 3 Months | -90.2% | -83.1% | -89.7% |
| 12 Months | 44.7% | 84.9% | 58.3% |
| 5 Years | 81.3% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #146 | -2.33% | -2.81% |
| 3 Month | #187 | -24.7% | -23.4% |
| 12 Month | #38 | 0.98% | 8.77% |
| 5 Years | #2 | 105% | 133% |
FAQs
Does KKR KKR outperforms the market?
Yes,
over the last 12 months KKR made 20.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months KKR made -29.42%, while XLF made -6.25%.
Over the last 3 months KKR made -29.42%, while XLF made -6.25%.
Performance Comparison KKR vs Indeces and Sectors
KKR vs. Indices KKR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 8.86% | -2.69% | -14.3% | 9.71% |
| US NASDAQ 100 | QQQ | 6.90% | -2.76% | -14.3% | 8.46% |
| US Dow Jones Industrial 30 | DIA | 10.9% | -1.22% | -14.5% | 13.5% |
| German DAX 40 | DAX | 11.5% | -3.19% | -32.7% | -3.04% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 15.4% | -3.50% | -12.8% | 11.9% |
| Hongkong Hang Seng | HSI | 11.1% | -4.12% | -16.1% | 6.45% |
| India NIFTY 50 | INDA | 16.3% | -8.56% | -15.9% | 18.7% |
| Brasil Bovespa | EWZ | 9.11% | -8.97% | -18.8% | 26.0% |
KKR vs. Sectors KKR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 9.00% | -1.42% | -23.0% | -1.93% |
| Consumer Discretionary | XLY | 6.51% | -2.96% | -17.4% | 6.12% |
| Consumer Staples | XLP | 16.3% | -9.75% | -19.6% | 11.0% |
| Energy | XLE | 12.2% | 4.63% | -11.8% | 32.4% |
| Financial | XLF | 10.8% | -2.22% | -22.4% | 1.17% |
| Health Care | XLV | 11.9% | -2.03% | -12.3% | 20.2% |
| Industrial | XLI | 10.7% | -2.93% | -14.6% | 13.6% |
| Materials | XLB | 12.1% | -2.49% | -7.37% | 25.8% |
| Real Estate | XLRE | 13.7% | -5.09% | -12.1% | 5.35% |
| Technology | XLK | 5.05% | -2.48% | -9.39% | 14.2% |
| Utilities | XLU | 13.0% | -8.68% | -17.4% | 0.03% |
| Aerospace & Defense | XAR | 9.30% | -6.70% | -25.5% | -6.51% |
| Biotech | XBI | 9.73% | 0.84% | -1.17% | 22.7% |
| Homebuilder | XHB | 10.6% | -0.98% | 0.72% | 28.4% |
| Retail | XRT | 11.7% | -4.07% | -10.1% | 24.1% |