Performance analysis of KKR Group Finance Co. IX LLC (KKRS)
Annual Return
Over the past 3 years, KKRS has had an average annual return of +3.14%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, KKRS has had an average annual return of -3.35%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Apr 21, 2021, KKRS has had an average annual return of -2.81%, underperforming the benchmark SPY, which returned +13.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.74% | +1.86% | +2.49% | +20.40% | -31.93% | +4.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.22% | +0.46% | -7.50% | +6.13% | -4.48% | +1.57% | +0.37% | -3.74% | |||||
| 2025 | +4.10% | +1.37% | -6.30% | -3.10% | +1.57% | +0.07% | +4.64% | +1.66% | +1.07% | -1.15% | -3.43% | +1.91% | +1.86% |
| 2024 | +4.71% | +2.87% | -0.65% | -5.21% | +2.91% | +0.25% | +0.16% | +6.33% | +1% | -3.88% | +1.12% | -6.34% | +2.49% |
| 2023 | +18.04% | -4.90% | +0.03% | +3.08% | -8.75% | +4.72% | +1.56% | -3.79% | -0.12% | -3.79% | +8.45% | +6.90% | +20.40% |
| 2022 | -6.12% | -7.32% | -2.17% | -12.26% | +7.53% | -8.52% | +12.12% | -9.14% | -2.22% | -4.76% | +5.16% | -7.12% | -31.93% |
| 2021 | -0.97% | +0.20% | +1.73% | +1.55% | -0.46% | +1.29% | -0.23% | -3.03% | +4.58% | +4.58% |
Drawdown analysis of KKR Group Finance Co. IX LLC (KKRS)
The maximum drawdown for the KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The current KKRS drawdown is -18.67%.
Since Apr 21, 2021 KKRS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.11% | Sep 16, 2021 | 287 | Nov 4, 2022 | Ongoing | Ongoing | Ongoing |
| -1.93% | Apr 21, 2021 | 20 | May 19, 2021 | 9 | Jun 2, 2021 | 29 |
| -1.68% | Jun 15, 2021 | 11 | Jun 30, 2021 | 12 | Jul 19, 2021 | 23 |
| -1.59% | Aug 5, 2021 | 3 | Aug 10, 2021 | 17 | Sep 2, 2021 | 20 |
| -1.11% | Jul 19, 2021 | 6 | Jul 27, 2021 | 7 | Aug 5, 2021 | 13 |
| -0.27% | Sep 3, 2021 | 1 | Sep 7, 2021 | 2 | Sep 9, 2021 | 3 |
| -0.27% | Sep 9, 2021 | 2 | Sep 13, 2021 | 2 | Sep 15, 2021 | 4 |
| -0.23% | Jun 3, 2021 | 2 | Jun 7, 2021 | 2 | Jun 9, 2021 | 4 |