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KIO · Kkr Income Opportunities Fund

Over the last 13 years (2013-08 to 2026-09), $10,000 invested in KIO with dividends reinvested grew to $19,525, 5.21% a year, with a worst peak-to-trough fall of -30.97%. Past performance doesn't predict future results.

Growth of $10,000 · 2013-08 to 2026-09 · dividends reinvested

CAGR (annualized return)
5.21%
Volatility (annualized)
14.48%
Worst drawdown
-30.97%
Sharpe ratio
0.29

How KIO held up in past market crashes

KIO has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 44.4% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 14 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of KIO in each market crash, next to the S&P 500
CrashKIO deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-19.6%-20.2%Sep 2018 to Dec 20182.5 years
2020 COVID crash-44.4%-34.1%Feb 2020 to Mar 202014 months
2022 bear market-34.3%-25.4%Jan 2022 to Oct 2022Not yet

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About KIO

KKR Income Opportunities Fund is a closed-end management investment company that focuses on generating high current income, with capital appreciation as a secondary objective. KKR Income Opportunities Fund invests primarily in first- and second-lien secured loans, unsecured loans, high-yield corporate debt instruments, and other fixed-income securities issued by U.S. and non-U.S. borrowers. The fund uses a flexible credit strategy that can include hedging techniques and active portfolio selection to manage risk and seek attractive risk-adjusted returns. Its portfolio is designed to participate across different segments of the corporate credit market, including leveraged loans, high-yield bonds, and related credit instruments. KKR Income Opportunities Fund serves investors seeking diversified exposure to income-producing credit assets through an actively managed closed-end structure.

Put KIO to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.