Performance analysis of KIO (KKR Income Opportunities Fund)
Annual Return
Over the past 3 years, KIO has had an average annual return of +12.57%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, KIO has had an average annual return of +3.36%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, KIO has had an average annual return of +7.74%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 26, 2013, KIO has had an average annual return of +5.85%, underperforming the benchmark SPY, which returned +14.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.79% | -2.47% | +18.43% | +28.96% | -28.21% | +26.81% | +2.24% | +21.96% | -2.51% | +9.70% | +28.69% | -5.59% |
| 2014 | 2013 | ||||||||||
| -1.10% | -7.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.05% | -0.00979% | -3.02% | +4.24% | +0.81% | -0.18% | +2.79% | ||||||
| 2025 | -4.75% | -0.57% | -0.22% | -2.54% | +3.48% | +4.49% | +2.58% | -1.17% | +1.86% | -2.92% | -2.21% | -0.07% | -2.47% |
| 2024 | +3.85% | +4.54% | +2.05% | -0.80% | +1.37% | +3.39% | +5.87% | +2.48% | +1.87% | -4.71% | -3.17% | +0.83% | +18.43% |
| 2023 | +8.50% | -2.36% | -3.13% | +2.57% | +1.56% | +4.88% | +4.34% | +4.88% | -2.97% | -4.12% | +7.54% | +5.08% | +28.96% |
| 2022 | -5.91% | -4.54% | -3.10% | -5.20% | -3.69% | -9.51% | +5.93% | +1.89% | -6.57% | -2.20% | +5.41% | -3.96% | -28.21% |
| 2021 | +2.81% | +4.72% | +3.95% | +2.25% | +3.23% | +1.86% | -1.60% | +2.50% | -0.76% | +2.41% | -1.97% | +4.87% | +26.81% |
| 2020 | +0.40% | -7.82% | -25.11% | +4.12% | +7% | +7.29% | +6.58% | +4.03% | +1.90% | -1.19% | +7.09% | +3.24% | +2.24% |
| 2019 | +6.15% | +6.05% | -1.11% | +3.78% | -3.26% | +3.64% | +0.85% | -2.14% | +2.72% | -0.34% | +0.42% | +3.77% | +21.96% |
| 2018 | +0.16% | -0.21% | +1.36% | +0.98% | +2.36% | +3.26% | +2.52% | +0.93% | -2.06% | -3.14% | -2.86% | -5.44% | -2.51% |
| 2017 | +5.05% | +2.68% | +0.64% | +2.93% | +3.20% | -1.09% | +1.05% | -0.25% | +3.73% | -5.10% | -5.88% | +2.98% | +9.70% |
Drawdown analysis of KIO (KKR Income Opportunities Fund)
The maximum drawdown for the KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 215 trading sessions.
The current KIO drawdown is -8.46%.
Since Jul 26, 2013 KIO has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.82% | Feb 20, 2020 | 19 | Mar 18, 2020 | 215 | Jan 25, 2021 | 234 |
| -31.84% | Dec 31, 2021 | 198 | Oct 14, 2022 | 344 | Feb 29, 2024 | 542 |
| -22.85% | Oct 9, 2024 | 122 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -22.06% | Jun 30, 2014 | 409 | Feb 12, 2016 | 87 | Jun 17, 2016 | 496 |
| -18.47% | Aug 27, 2018 | 81 | Dec 21, 2018 | 75 | Apr 11, 2019 | 156 |
| -13.68% | Oct 12, 2017 | 40 | Dec 8, 2017 | 163 | Aug 3, 2018 | 203 |
| -12.61% | Jul 26, 2013 | 45 | Sep 30, 2013 | 188 | Jun 30, 2014 | 233 |
| -6.92% | Oct 25, 2016 | 14 | Nov 14, 2016 | 23 | Dec 16, 2016 | 37 |
| -6.55% | Nov 11, 2021 | 26 | Dec 20, 2021 | 8 | Dec 31, 2021 | 34 |
| -5.67% | May 6, 2019 | 19 | Jun 3, 2019 | 14 | Jun 21, 2019 | 33 |
| -3.70% | Jun 23, 2016 | 2 | Jun 27, 2016 | 13 | Jul 15, 2016 | 15 |
| -3.48% | Mar 28, 2024 | 11 | Apr 15, 2024 | 14 | May 3, 2024 | 25 |
| -3.46% | Aug 2, 2019 | 9 | Aug 15, 2019 | 27 | Sep 24, 2019 | 36 |
| -3.41% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -3.11% | Sep 10, 2021 | 12 | Sep 28, 2021 | 18 | Oct 22, 2021 | 30 |
| -3.07% | Mar 1, 2017 | 6 | Mar 9, 2017 | 16 | Mar 31, 2017 | 22 |
| -2.85% | Aug 3, 2017 | 12 | Aug 21, 2017 | 16 | Sep 13, 2017 | 28 |
| -2.68% | Jul 1, 2021 | 11 | Jul 19, 2021 | 30 | Aug 30, 2021 | 41 |
| -2.59% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -2.47% | Jun 13, 2017 | 6 | Jun 21, 2017 | 29 | Aug 2, 2017 | 35 |
| -2.40% | Sep 24, 2019 | 13 | Oct 11, 2019 | 18 | Nov 6, 2019 | 31 |
| -2.31% | May 11, 2021 | 2 | May 13, 2021 | 5 | May 20, 2021 | 7 |
| -2.24% | Sep 8, 2016 | 3 | Sep 13, 2016 | 7 | Sep 22, 2016 | 10 |
| -2.13% | Jul 15, 2024 | 3 | Jul 18, 2024 | 8 | Jul 30, 2024 | 11 |
| -2.00% | May 12, 2017 | 5 | May 19, 2017 | 3 | May 24, 2017 | 8 |