KKR Income Opportunities Fund (KIO) Total Return Calculator
$10,000 since Jul 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in KKR Income Opportunities Fund (KIO) ten years ago, at the end of Oct 2016, was worth $18,043 at the end of Oct 2026 with every dividend reinvested: 6.1% a year, against $41,633 in the S&P 500. Since Jul 2013, $10,000 became $19,302 reinvested (5.1% a year), or $14,741 taking the dividends as cash, $9,736 of it paid out along the way.
KIO became
$19,302
S&P 500: $56,000
Return a year
5.1%
S&P 500: 13.9%
Payouts reinvested
$19,533
bought more shares
Worst drop
-31.0%
S&P 500: -23.9%
$10,000, Jul 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | KIO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −4.1% | $2,208 | +11.7% |
| 2025 | −2.5% | $2,367 | +17.7% |
| 2024 | +18.4% | $2,147 | +24.9% |
| 2023 | +28.9% | $1,863 | +26.2% |
| 2022 | −28.3% | $1,429 | −18.2% |
| 2021 | +26.9% | $1,366 | +28.7% |
| 2020 | +2.1% | $1,398 | +18.3% |
| 2019 | +21.9% | $1,313 | +31.2% |
| 2018 | −2.5% | $1,191 | −4.6% |
| 2017 | +9.5% | $1,115 | +21.7% |
| 2016 | +28.8% | $1,077 | +12.0% |
| 2015 | −5.7% | $879 | +1.2% |
| 2014 | −1.0% | $897 | +13.5% |
| 2013 (part) | −7.0% | $284 | +10.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: KIO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in KKR Income Opportunities Fund (KIO) at the end of Jul 2013, with dividends reinvested, was worth $19,302 at the end of Oct 2026: 5.1% a year, against $56,000 (13.9% a year) in the S&P 500.
- Over the 10 years to Oct 2026, KIO turned $10,000 into $18,043 with dividends reinvested, 6.1% a year.
- Over the 5 years to Oct 2026, KIO returned 1.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking KIO's dividends as cash instead of reinvesting them, the same $10,000 ended at $14,741, including $9,736 of cash received; reinvesting added $4,561.
- KIO's best calendar year in that time was 2023 (28.9%) and its worst 2022 (-28.3%), with dividends reinvested.
Cite this page
SmarterDividends, "KKR Income Opportunities Fund (KIO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/KIO/total-return
KIO total return questions
If I invested $10,000 in KIO 10 years ago, how much would I have?
About $18,043 at the end of Oct 2026, with every dividend reinvested: 6.1% a year. Taking them as cash, you'd have shares worth $6,352 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is KIO's total return since Jul 2013?
93% in total, or 5.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 50%.
How much of KIO's return came from dividends?
About 100% of its yearly return since Jul 2013. Reinvesting them, rather than taking cash, left you $4,561 better off on a $10,000 start.
What was KIO's worst year?
2022, at -28.3% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -31.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.