Overview Performance Dividends Peer Group Options

(KKR) KKR - Performance 24.2% in 12m

Compare KKR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 84.41%
#19 in Group
Rel. Strength 78.74%
#1625 in Universe
Total Return 12m 24.21%
#27 in Group
Total Return 5y 423.05%
#6 in Group
P/E 35.0
91th Percentile in Group
P/E Forward 19.0
83th Percentile in Group
PEG 0.53
6th Percentile in Group
FCF Yield 14.9%
62th Percentile in Group

12m Total Return: KKR (24.2%) vs XLF (22.3%)

Compare overall performance (total returns) of KKR with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (KKR) KKR - Performance 24.2% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
KKR 1.22% -9.1% -18.9%
GATE 122% 229% 231%
BOWN 8.15% 99.5% -33.6%
CMTG -13.1% 53.4% -21.9%
Long Term
Symbol 6m 12m 5y
KKR -8.33% 24.2% 423%
LCS 25.0% 68.7% 745%
GATE 230% 245% 268%
CIX 72.3% 126% 407%
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		 -7.06% 15.6% 426% 14.9 13.1 0.99 33.8% 30.6%
BCSF NYSE
Bain Capital Specialty		 -9.11% 17.5% 285% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.87% 30.2% 375% 6.83 6.08 1.25 82.9% 18.1%
APO NYSE
Apollo Global Management		 -2.12% 29.8% 350% 18.7 16.4 1.37 22.1% -4.44%
PFLT NYSE
PennantPark Floating Rate		 -0.93% 10.4% 304% 8.34 8.61 0.27 23.5% 3.93%
TSLX NYSE
Sixth Street Specialty		 -2.5% 16.9% 223% 11.1 10.5 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -1.5% 17.6% 348% 8.4 8.55 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 6.23% 20.6% 176% 12.8 10.1 1.94 45.6% 9.29%

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 -9.10% -2.70% -3.01%
3 Months -18.86% 4.42% -3.15%
12 Months 24.21% 22.25% 10.19%
5 Years 423.05% 161.62% 129.24%
Trend Score (consistency of price movement) KKR XLF S&P 500
1 Month 41.8% 62.5% -5.5%
3 Months -82.8% -0.9% -58.4%
12 Months 73.8% 93.1% 84.1%
5 Years 81.5% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #179 -6.58% -6.29%
3 Month #178 -22.3% -16.2%
12 Month #27 1.60% 12.7%
5 Years #6 99.9% 128%

FAQs

Does KKR KKR outperforms the market?

Yes, over the last 12 months KKR made 24.21%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months KKR made -18.86%, while XLF made 4.42%.

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 1.94% -6.09% -8.20% 14.0%
US NASDAQ 100 QQQ 2.92% -5.04% -7.43% 15.6%
US Dow Jones Industrial 30 DIA 1.74% -6.96% -9.12% 14.7%
German DAX 40 DAX 3.24% -5.72% -25.0% 2.52%
Shanghai Shenzhen CSI 300 CSI 300 2.23% -9.33% 7.03% 15.1%
Hongkong Hang Seng HSI -0.03% -11.9% 1.02% 6.88%
India NIFTY 50 INDA 0.91% -17.0% 2.15% 23.5%
Brasil Bovespa EWZ 1.83% -17.4% -0.20% 36.0%

KKR vs. Sectors KKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.48% -5.29% -16.3% 5.0%
Consumer Discretionary XLY 1.18% -5.27% -11.6% 10.2%
Consumer Staples XLP -0.85% -7.26% -9.04% 13.2%
Energy XLE 0.85% -17.1% -13.8% 23.4%
Financial XLF 1.46% -6.40% -20.4% 1.96%
Health Care XLV 1.52% -5.94% -3.50% 22.5%
Industrial XLI 1.63% -8.41% -7.49% 15.7%
Materials XLB 0.84% -9.61% -0.09% 28.2%
Real Estate XLRE -0.10% -6.41% -5.08% 10.9%
Technology XLK 3.07% -5.09% -3.08% 22.2%
Utilities XLU -1.35% -9.92% -7.32% -1.02%
Aerospace & Defense XAR 2.54% -10.4% -12.1% 3.28%
Biotech XBI 6.50% -3.25% 9.50% 35.2%
Homebuilder XHB 1.44% -9.25% 11.2% 31.9%
Retail XRT -0.36% -8.60% -4.12% 29.0%

KKR vs. Commodities KKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -1.86% -15.1% -15.2% 28.0%
Natural Gas UNG -3.30% -5.0% -36.6% -11.8%
Gold GLD -2.35% -17.1% -25.6% -12.4%
Silver SLV 0.47% -16.1% -14.4% -4.82%
Copper CPER 4.95% -19.5% -16.5% 0.71%

KKR vs. Yields & Bonds KKR is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.68% -8.22% -3.94% 20.7%
iShares High Yield Corp. Bond HYG 1.04% -8.65% -9.92% 15.4%