KKR & Co. Inc. (KKR) Growth of $10K (Lump Sum & DCA)KKRKKR & Co. Inc.NYSEFinancials$91.30$-1.88 -2.02%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$75,251+$65,251 · +652.51%
Total invested$10,000
Annualised (CAGR)+22.40%
Max drawdown-48.18%
SIP · Monthly122 contributions
$100 every month
$31,734+$19,534 · +160.12%
Total invested$12,200
Money-weighted (XIRR)+18.24%
Max drawdown-46.53%
SIP · Biweekly261 contributions
$100 every two weeks
$67,955+$41,855 · +160.36%
Total invested$26,100
Money-weighted (XIRR)+18.31%
Max drawdown-46.41%
Best 12-month stretch+160.49%Oct 2023 → Oct 2024
Worst 12-month stretch-37.41%Dec 2021 → Dec 2022
Deepest drawdown-48.18%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,441on $10,000, trailing 10 years
Growth of your contributions
It would be worth$106,985after your settings in KKR
Profit+$84,785+381.91% on money in
Annualised return+21.39%Money-weighted (XIRR)
Deepest dip-47.71%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-15.25% | -2.52% | +0.46% | -27.96% | +14.57% p.a. | +7.79% p.a. | +22.40% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +9.40% | +41.78% | -2.48% | +48.00% | +41.85% | +85.76% | -36.98% | +80.48% | +84.65% | -14.73% | -28.77% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,243 | +$943 | +9.16% |
| 2017 | $11,500 | $17,319 | +$5,819 | +50.60% |
| 2018 | $12,800 | $18,026 | +$5,226 | +40.83% |
| 2019 | $14,000 | $28,062 | +$14,062 | +100.44% |
| 2020 | $15,200 | $41,401 | +$26,201 | +172.38% |
| 2021 | $16,400 | $78,475 | +$62,075 | +378.51% |
| 2022 | $17,600 | $50,506 | +$32,906 | +186.97% |
| 2023 | $18,800 | $92,929 | +$74,129 | +394.30% |
| 2024 | $20,100 | $173,394 | +$153,294 | +762.66% |
| 2025 | $21,300 | $149,042 | +$127,742 | +599.73% |
| 2026 (YTD) | $22,200 | $106,985 | +$84,785 | +381.91% |