Download Our FREE Term Sheet
Get an overview of the fund's strategy, performance, portfolio highlights, and team.
Is Private Debt Suitable for YOU?
Discover if Private Debt is the right fit for your investment portfolio.
Take our quick and easy Private Debt Suitability Assessment by clicking the button below!
9.76%
66.62%
Dollar Weighted Return of the Portfolio
Past Performance is Not Indicative of Future Returns
As of May 2025
Related Resource: “The Importance of Consistent and Stable Returns in Fixed Income Investments”
Largest 1 Month Loss
Max Peak to Valley Drawdown
(Monthly return swing from the highest to lowest)
Footnote: Until April 2023, we used the Bloomberg U.S. Aggregate Bond Index and then switched to the SPDR® Bloomberg U.S. Aggregate Bond ETF.
Related Resource: “Equity Like Returns with Debt Level Risk: Dream or Reality”
Standard deviation is a statistical measurement of how far a variable, such as an investment's return, moves above or below its average (mean) return. An investment with high volatility is considered riskier than an investment with low volatility; the higher the standard deviation, the higher the risk. The lower the standard deviation (closer to 0), the lower the risk.
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
S&P 500 TR Index
SPDR Bloomberg Aggregate Bond ETF
MSCI US REIT Index
MSTR Levered Loans
S&P 500 TR Index to:
SPDR Bloomberg Aggregate Bond ETF
MSCI US REIT Index
MSTR Levered Loans
SPDR Bloomberg Aggregate Bond ETF to:
MSTR Levered Loans
MSCI US REIT Index
MSCI US REIT Index to:
MSTR Levered Loans
Weighted Average Loan-To-Value (LTV)
Weighted Average Maturity
Get an overview of the fund's strategy, performance, portfolio highlights, and team.
The videos are up to 1 hour long. We don't mind if you watch them at 2x speed. 😉
This calculator can be used to compute the potential future value of your private credit investment in the Kirkland Income Fund. Input the required information into the fields in the calculator, and press "Calculate" once you are done.
End Balance | |
---|---|
Initial Investment | |
Total Subsequent Investment | |
Total Interest |
Access the Investor Library with all the Kirkland Income Fund documents and discover how you can be the bank and earn 10%+ returns while lowering your investment portfolio risk.
Hi there, how can I help?