KKR & Co. (KKR): analysis and statistics
Return, volatility, Sharpe ratio and risk for KKR & Co., a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $101.08 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +17.77% |
| Total return over period | +62.82% |
| Annualized volatility | 38.99% |
| Period volatility | 67.31% |
| Sharpe ratio | 0.35 |
| Sortino ratio | 0.51 |
| Max drawdown | -49.42% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.83% |
| Correlation with the S&P 500 | 0.66 |
| Period range | $53.13 – $165.50 |
| Trading days analyzed | 751 |
Over the last 3.0 years, KKR & Co. (KKR) has posted an annualized return of +17.77% with annual volatility of 38.99%, a Sharpe ratio of 0.35. Its worst stretch (max drawdown from a peak) was -49.42%. Its correlation with the S&P 500 is 0.66, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how KKR would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, KKR & Co. (KKR) is of the S&P 500.
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