KKR Real Estate Finance Trust Inc. (KREF) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$4,846
Total Return
-51.54%
CAGR
-13.49%
Dividends
$3,843.18
Yield on Cost
38.43%

Rolling Returns

1-Month (21 Trading Days)
Average-0.96%
Median-1.17%
Best+29.13%
Worst-30.28%
% of Windows Positive44.1%
1-Year (252 Trading Days)
Average-12.91%
Median-15.12%
Best+32.64%
Worst-45.27%
% of Windows Positive23.1%
3-Year (756 Trading Days)
Average-32.41%
Median-32.29%
Best-15.51%
Worst-47.69%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -61.37%
Average Drawdown -32.15%
Drawdown Duration 1152 Trading Days (Unrecovered)
Sortino Ratio -0.46
Calmar Ratio -0.22
CVaR (5%) -4.47%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -14.95% (-31.90% ann.) $1495.37 $304.13 $60.83 $0.49
2025 -11.24% $1123.88 $1021.01 $204.20 $1.63
2024 -17.53% $1752.64 $778.90 $155.78 $1.24
2023 +6.03% +$602.61 $1288.19 $257.65 $2.06
2022 -27.28% $2727.95 $848.92 $169.78 $1.36
2021 +25.45% +$2545.43 $1143.47 $228.70 $1.82
2020 -4.62% $462.00 $870.65 $174.13 $1.39
2019 +14.17% +$1417.15 $921.75 $184.35 $1.48
2018 +2.41% +$241.00 $866.14 $173.23 $1.38
2017 partial -6.11% (-9.23% ann.) $611.46 $452.80 $90.56 $0.72

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 5, 2017 – February 19, 2020 +15.04% +5.15% +$1504.19 $2152.22 $430.45 $3.44
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -54.83% -99.99% $5483.27 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +68.56% +131.67% +$6856.47 $1283.39 $256.68 $2.06
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.85% +27.19% +$2885.26 $1168.55 $233.71 $1.86
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -13.09% -13.84% $1308.66 $855.38 $171.07 $1.37
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -13.81% -7.70% $1380.92 $1633.43 $326.70 $2.62
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -37.30% -23.94% $3729.66 $1472.36 $294.47 $2.35

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2017-06-28 $0.2500 1.17%
2017-09-28 $0.3700 1.74%
2017-12-28 $0.3700 1.79%
2018-03-28 $0.4000 1.98%
2018-06-28 $0.4300 2.15%
2018-09-27 $0.4300 2.13%
2018-12-27 $0.4300 2.22%
2019-03-28 $0.4300 2.11%
2019-06-27 $0.4300 2.14%
2019-09-27 $0.4300 2.15%
2019-12-30 $0.4300 2.06%
2020-03-30 $0.4300 2.76%
2020-06-29 $0.4300 2.49%
2020-09-29 $0.4300 2.50%
2020-12-30 $0.4300 2.32%
2021-03-30 $0.4300 2.27%
2021-05-27 $0.2660 1.26%
2021-06-29 $0.4300 1.92%
2021-09-29 $0.4300 1.97%
2021-12-30 $0.4300 2.02%
2022-03-30 $0.4300 2.04%
2022-06-29 $0.4300 2.39%
2022-09-29 $0.4300 2.45%
2022-12-29 $0.4300 3.05%
2023-03-30 $0.4300 3.79%
2023-06-29 $0.4300 3.46%
2023-09-28 $0.4300 3.56%
2023-12-28 $0.4300 3.08%
2024-03-27 $0.2500 2.49%
2024-06-28 $0.2500 2.72%
2024-09-30 $0.2500 2.00%
2024-12-31 $0.2500 2.47%
2025-03-31 $0.2500 2.29%
2025-06-30 $0.2500 2.77%
2025-09-30 $0.2500 2.73%
2025-12-31 $0.2500 2.95%
2026-03-31 $0.2500 3.99%
Total 37 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-29 $198.61 $39.72 $0.32 7.3550
2021-09-29 $201.78 $40.36 $0.32 7.5491
2021-12-30 $205.02 $41.00 $0.33 7.8584
2022-03-30 $208.40 $41.68 $0.33 8.1125
2022-06-29 $211.89 $42.38 $0.34 9.6948
2022-09-29 $216.06 $43.21 $0.35 10.6878
2022-12-29 $220.66 $44.13 $0.35 12.7383
2023-03-30 $226.14 $45.23 $0.36 16.2652
2023-06-29 $233.13 $46.63 $0.38 15.3825
2023-09-28 $239.74 $47.95 $0.38 16.2074
2023-12-28 $246.71 $49.34 $0.39 14.6014
2024-03-27 $147.09 $29.42 $0.24 11.7906
2024-06-28 $150.03 $30.00 $0.24 13.2362
2024-09-30 $153.34 $30.67 $0.25 9.9133
2024-12-31 $155.82 $31.17 $0.25 12.3176
2025-03-31 $158.90 $31.78 $0.25 11.7469
2025-06-30 $161.84 $32.36 $0.26 14.7333
2025-09-30 $165.52 $33.10 $0.26 14.6836
2025-12-31 $169.19 $33.84 $0.27 16.4334
2026-03-31 $173.30 $34.66 $0.28 22.6083
Total $3843.18 $768.64 $6.14 253.9157

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

CVRX

CAGR -28.43% Total -80.75% Final $1,925
2021-06-30 — 2026-06-03
MLR

CAGR 5.38% Total 429.74% Final $52,974
1994-08-02 — 2026-06-03
UEIC

CAGR -2.25% Total -53.18% Final $4,682
1993-02-12 — 2026-06-03