KKR Income Opportunities Fund

KKR Income Opportunities Fundverified

KIO

Price:

$13.3

Market Cap:

$360.70M

KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield corporate debt instruments. It employs fundamental analysis, with a focus on dynamic hedging strategies to create its portfolio. KKR Income Opportunities Fund was formed on March 17, 2011 and is domiciled in the United States.[Read more]

Industry

Asset Management - Income

IPO Date

2013-07-26

Stock Exchange

NYSE

Ticker

KIO

The ROE as of November 2024 (TTM) for KKR Income Opportunities Fund (KIO) is 18.50%

According to KKR Income Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 18.50%. This represents a change of 465.02% compared to the average of 3.27% of the last 4 quarters.

KKR Income Opportunities Fund (KIO) Historical ROE (quarterly & annually)

How has KIO ROE performed in the past?

The mean historical ROE of KKR Income Opportunities Fund over the last ten years is 5.03%. The current 18.50% ROE has changed 267.97% with respect to the historical average. Over the past ten years (40 quarters), KIO's ROE was at its highest in in the October 2020 quarter at 23.68%. The ROE was at its lowest in in the April 2020 quarter at -22.52%.

Quarterly (TTM)
Annual

Average

5.03%

Median

8.21%

Minimum

-24.46%

Maximum

18.92%

KKR Income Opportunities Fund (KIO) ROE by Quarter and Year

Discovering the peaks and valleys of KKR Income Opportunities Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 253.54%

Maximum Annual ROE = 18.92%

Minimum Annual Increase = -595.40%

Minimum Annual ROE = -24.46%

Quarterly (TTM)
Annual
YearROEChange
202315.73%-164.28%
2022-24.46%-229.32%
202118.92%253.54%
20205.35%-595.40%
2019-1.08%-113.16%
20188.21%-34.55%

KKR Income Opportunities Fund (KIO) Average ROE

How has KIO ROE performed in the past?

The current ROE of KKR Income Opportunities Fund (KIO) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

3.39%

5-year avg

2.89%

10-year avg

5.03%

KKR Income Opportunities Fund (KIO) ROE vs. Peers

How is KIO’s ROE compared to its peers?

KKR Income Opportunities Fund’s ROE is greater than Nuveen Floating Rate Income Opportunity Fund (-2.65%), less than Nuveen Floating Rate Income Fund (12.57%), less than BlackRock Municipal Income Fund, Inc. (0.27%), less than Eaton Vance Senior Income Trust (13.18%), less than Apollo Senior Floating Rate Fund Inc. (16.81%), less than Nuveen Dynamic Municipal Opportunities Fund (2.51%), greater than BlackRock MuniYield Quality Fund, Inc. (-0.89%), less than DWS Municipal Income Trust (3.59%), less than BlackRock MuniYield Quality Fund III, Inc. (4.56%), less than Invesco Bond Fund (18.27%), less than Invesco Trust for Investment Grade New York Municipals (16.50%), less than BNY Mellon Municipal Income, Inc. (5.00%), less than PIMCO New York Municipal Income Fund (9.18%), less than Invesco Pennsylvania Value Municipal Income Trust (8.25%), less than Western Asset High Yield Defined Opportunity Fund Inc. (12.19%), less than Western Asset Global High Income Fund Inc. (14.81%), less than Western Asset High Income Fund II Inc. (28.31%), less than Voya Global Advantage and Premium Opportunity Fund (7.87%), less than Voya Global Equity Dividend and Premium Opportunity Fund (7.40%), greater than BlackRock MuniHoldings Fund, Inc. (-1.67%), greater than DTF Tax-Free Income 2028 Term Fund Inc. (-1.35%), greater than John Hancock Income Securities Trust (-3.94%), less than MFS Investment Grade Municipal Trust (2.17%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%),

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Frequently asked questions❓

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