Kirkland Income Fund Performance Metrics
Performance Snapshot
Trailing 12-Months
11.21%
Since Inception
48.74%
Dollar Weighted Return of the Portfolio
Past Performance is Not Indicative of Future Returns
As of March 2024
Consistent and Stable Returns
Latest 24 Month Return
Monthly Return Since Inception
Comparison to Traditional Asset Classes
Return Versus Public Indices
Return Versus Bonds
Equity Like Returns with Debt Level Risk
Correlation
It is the statistical measure that indicates the strength of a linear relationship between two or more variables. Understanding the relationships or correlations between the investments in your portfolio is foundational in determining if you are diversified enough.
-1 = Inverse Correlation, 0 = No Correlation, 1 = Positive Correlation
KIF Correlation to Indices:
April 2020 to March 2024
-0.34
S&P 500 TR Index
-0.09
Bloomberg Aggregate Bond Index
-0.26
MSCI US REIT Index
-0.43
MSTR Levered Loans
Indices Correlations: April 2020 to March 2024
S&P 500 TR Index to:
0.63
Bloomberg Aggregate Bond Index
0.64
MSCI US REIT Index
0.88
MSCI US REIT Index
Bloomberg Aggregate Bond Index to:
0.40
MSTR Levered Loans
0.62
MSTR Levered Loans
MSCI US REIT Index to:
0.57
MSTR Levered Loans
Diversified and Conservative Portfolio
Property Loan Type
Geographical Loan Distribution
March Portfolio Metrics
56.92%
Weighted Average Loan-To-Value (LTV)
8.16 Months
Weighted Average Maturity
Kirkland Income Fund Investment Calculator
This calculator can be used to compute the potential future value of your investment in the Kirkland Income Fund. Input the required information into the fields in the calculator, and press "Calculate" once you are done.
Ready to access the Investor Library?
Get access to all the Kirkland Income Fund documents and find out if earning 10%+ returns while lowering your investment portfolio risk is right for you.