Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KKRT -0.28% 4.92% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 05/30/2025
More Performance Analytics Comparison
Name Start Date End Date
KKRT 05/30/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.74 4.92 NA NA NA NA NA -0.28 5.10
Sharpe Ratio NA 0.23 NA NA NA NA NA -0.39 0.96
Standard Deviation(%) NA 8.48 NA NA NA NA NA 10.76 6.30
Draw Down(%) NA 9.68 NA NA NA NA NA 9.68 2.07
Yield(%) 0.00 6.90 2.30 1.38 0.69 0.46 0.34 3.35 3.48
Data as of 06/09/2026, Common starting date is 05/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KKRT (KKRT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KKRT (KKRT) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return