Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKRT (KKR & Co. Inc. 6.875% Subordinate) | -0.69% | 3.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/30/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKRT (KKR & Co. Inc. 6.875% Subordinate) | 05/30/2025 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 3.92 | NA | NA | NA | NA | NA | … | … | -0.69 | 5.10 |
| Sharpe Ratio | NA | 0.12 | NA | NA | NA | NA | NA | … | … | -0.48 | 0.96 |
| Standard Deviation(%) | NA | 8.51 | NA | NA | NA | NA | NA | … | … | 10.56 | 6.30 |
| Draw Down(%) | NA | 9.68 | NA | NA | NA | NA | NA | … | … | 9.68 | 2.07 |
| Yield(%) | 0.00 | 6.86 | 2.30 | 1.38 | 0.69 | 0.46 | 0.34 | … | … | 3.35 | 3.48 |
Data as of 06/15/2026, Common starting date is 05/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKRT (KKR & Co. Inc. 6.875% Subordinate) |
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 |
|---|---|---|---|---|
| KKRT (KKR & Co. Inc. 6.875% Subordinate) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart