PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
AGR vs. BKGI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AGR vs. BKGI

Last updated May 13, 2025

Compare and contrast key facts about Avangrid, Inc. (AGR) and Bny Mellon Global Infrastructure Income ETF (BKGI).

BKGI is an actively managed fund by BNY Mellon. It was launched on Nov 2, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGR or BKGI.

Correlation

The correlation between AGR and BKGI is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AGR vs. BKGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avangrid, Inc. (AGR) and Bny Mellon Global Infrastructure Income ETF (BKGI). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

AGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BKGI

YTD

19.81%

1M

6.40%

6M

16.12%

1Y

25.07%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

AGR vs. BKGI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AGR
The Risk-Adjusted Performance Rank of AGR is 7575
Overall Rank
The Sharpe Ratio Rank of AGR is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AGR is 7676
Sortino Ratio Rank
The Omega Ratio Rank of AGR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGR is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AGR is 7878
Martin Ratio Rank
BKGI
The Risk-Adjusted Performance Rank of BKGI is 9393
Overall Rank
The Sharpe Ratio Rank of BKGI is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BKGI is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BKGI is 9393
Omega Ratio Rank
The Calmar Ratio Rank of BKGI is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BKGI is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AGR vs. BKGI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avangrid, Inc. (AGR) and Bny Mellon Global Infrastructure Income ETF (BKGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Loading data...

Dividends

AGR vs. BKGI - Dividend Comparison

Neither AGR nor BKGI has paid dividends to shareholders.

TTM202420232022202120202019201820172016
AGR
Avangrid, Inc.		3.66%4.89%5.43%4.09%3.53%3.87%3.44%3.48%3.42%4.56%
BKGI
Bny Mellon Global Infrastructure Income ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AGR vs. BKGI - Drawdown Comparison

Loading data...

Volatility

AGR vs. BKGI - Volatility Comparison

Loading data...