Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKR-PD (KKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 – Ser D) | -16.78% | -12.56% | NA | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/05/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKR-PD (KKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 – Ser D) | 03/05/2025 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | -12.56 | NA | NA | NA | NA | NA | … | … | -16.78 | 5.92 |
| Sharpe Ratio | NA | -0.58 | NA | NA | NA | NA | NA | … | … | -1.11 | 0.10 |
| Standard Deviation(%) | NA | 29.29 | NA | NA | NA | NA | NA | … | … | 33.36 | 45.10 |
| Draw Down(%) | NA | 34.05 | NA | NA | NA | NA | NA | … | … | 29.31 | 21.72 |
| Yield(%) | 0.00 | 6.15 | 2.51 | 1.51 | 0.75 | 0.50 | 0.38 | … | … | 3.01 | 4.48 |
Data as of 06/16/2026, Common starting date is 03/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PD (KKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 – Ser D) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PD (KKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 – Ser D) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart