KKR Income Opportunities Fund

KKR Income Opportunities Fundverified

KIO

Price:

$11.69

Market Cap:

$477.78M

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.

Industry

Asset Management - Income

IPO Date

2013-07-26

Stock Exchange

NYSE

Ticker

KIO

The ROE as of December 2025 (TTM) for KKR Income Opportunities Fund (KIO) is 1.69%

According to KKR Income Opportunities Fund’s latest financial reports and current stock price. The company's current ROE is 1.69%. This represents a change of -68.34% compared to the average of 5.32% 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 6.63%. The current 1.69% ROE has changed -74.59% 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

6.63%

Median

10.37%

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
202417.87%13.66%
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

3.05%

5-year avg

6.68%

10-year avg

6.63%

KKR Income Opportunities Fund (KIO) ROE vs. Peers

How is KIO’s ROE compared to its peers?

KKR Income Opportunities Fund’s ROE is less than Calamos Global Dynamic Income Fund (8.01%), less than Virtus Convertible & Income Fund (14.63%), less than Nuveen Taxable Municipal Income Fund (4.68%), greater than PIMCO California Municipal Income Fund (-6.27%), less than Nuveen Variable Rate Preferred & Income Fund (10.55%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (9.01%), greater than Columbia Large Cap Enhanced Core Fund (0%), less than John Hancock Preferred Income Fund (11.88%), greater than T. Rowe Price Target Retirement 2035 Fund (0%), less than American Century Disciplined Growth Fund (0%),

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Frequently asked questions❓

What is the ROE?

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What is KKR Income Opportunities Fund's ROE?

How is the ROE calculated for KKR Income Opportunities Fund (KIO)?

What is the highest ROE for KKR Income Opportunities Fund (KIO)?

What is the 3-year average ROE for KKR Income Opportunities Fund (KIO)?

What is the 5-year average ROE for KKR Income Opportunities Fund (KIO)?

How does the current ROE for KKR Income Opportunities Fund (KIO) compare to its historical average?