(KKR) KKR - Performance 23.5% in 12m
Compare KKR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
77.28%
#23 in Group
Rel. Strength
77.67%
#1783 in Universe
Total Return 12m
23.49%
#32 in Group
Total Return 5y
396.20%
#2 in Group
P/E 34.6
85th Percentile in Group
P/E Forward 19.8
82th Percentile in Group
PEG 0.55
6th Percentile in Group
FCF Yield 15.4%
61th Percentile in Group
12m Total Return: KKR (23.5%) vs XLF (22.7%)
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 |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
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 | -1.16% | -2.11% | -0.87% |
| 3 Months | -31.52% | -4.92% | -7.58% |
| 12 Months | 23.49% | 22.69% | 11.88% |
| 5 Years | 396.20% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | KKR | XLF | S&P 500 |
| 1 Month | 30.8% | 27.8% | 23% |
| 3 Months | -86.0% | -81% | -88.5% |
| 12 Months | 40.7% | 83.7% | 55.1% |
| 5 Years | 81.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #87 | 0.97% | -0.29% |
| 3 Month | #189 | -28.0% | -25.9% |
| 12 Month | #33 | 0.65% | 10.4% |
| 5 Years | #3 | 103% | 136% |
FAQs
Does KKR KKR outperforms the market?
Yes,
over the last 12 months KKR made 23.49%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months KKR made -31.52%, while XLF made -4.92%.
Over the last 3 months KKR made -31.52%, while XLF made -4.92%.
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 | 3.41% | -0.29% | -15.3% | 11.6% |
| US NASDAQ 100 | QQQ | 2.38% | -2.56% | -15.7% | 10.8% |
| US Dow Jones Industrial 30 | DIA | 4.35% | 2.02% | -15.2% | 14.3% |
| German DAX 40 | DAX | 4.64% | -2.48% | -34.8% | -1.19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.37% | 1.66% | -12.3% | 17.5% |
| Hongkong Hang Seng | HSI | 4.40% | -1.22% | -17.2% | 9.60% |
| India NIFTY 50 | INDA | 6.25% | -5.22% | -15.6% | 20.4% |
| Brasil Bovespa | EWZ | 4.21% | -5.76% | -19.0% | 29.3% |
KKR vs. Sectors KKR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.16% | -0.11% | -21.4% | -0.47% |
| Consumer Discretionary | XLY | 3.33% | -1.06% | -17.8% | 10.2% |
| Consumer Staples | XLP | 6.91% | -1.36% | -20.6% | 12.3% |
| Energy | XLE | 7.89% | 12.7% | -9.48% | 34.6% |
| Financial | XLF | 4.80% | 0.95% | -22.9% | 0.80% |
| Health Care | XLV | 3.49% | 2.63% | -13.6% | 21.8% |
| Industrial | XLI | 2.99% | -1.27% | -16.0% | 13.9% |
| Materials | XLB | 4.02% | 1.27% | -7.86% | 27.0% |
| Real Estate | XLRE | 4.93% | 0.15% | -14.4% | 5.40% |
| Technology | XLK | 0.96% | -2.85% | -11.9% | 15.8% |
| Utilities | XLU | 6.25% | -1.22% | -17.4% | 1.66% |
| Aerospace & Defense | XAR | 2.46% | -7.55% | -28.8% | -3.08% |
| Biotech | XBI | 2.11% | -3.44% | -2.63% | 25.3% |
| Homebuilder | XHB | 4.10% | 1.11% | -0.46% | 30.5% |
| Retail | XRT | 4.98% | -0.60% | -9.70% | 26.2% |