FSENX vs. KYN
FSENX (Fidelity Select Energy Portfolio) and KYN (Kayne Anderson Energy Infrastructure Fund) are both Energy Equities funds. Both are actively managed. Over the past 10 years, FSENX returned 9.05%/yr vs 6.56%/yr for KYN. A 0.53 correlation means they provide meaningful diversification when combined. FSENX charges 0.77%/yr vs 2.00%/yr for KYN.
Performance
FSENX vs. KYN - Performance Comparison
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Returns By Period
In the year-to-date period, FSENX achieves a 26.95% return, which is significantly higher than KYN's 14.87% return. Over the past 10 years, FSENX has outperformed KYN with an annualized return of 9.05%, while KYN has yielded a comparatively lower 6.56% annualized return.
FSENX
- 1D
- 1.50%
- 1M
- -8.15%
- YTD
- 26.95%
- 6M
- 27.81%
- 1Y
- 37.23%
- 3Y*
- 17.69%
- 5Y*
- 20.70%
- 10Y*
- 9.05%
KYN
- 1D
- 1.56%
- 1M
- -2.73%
- YTD
- 14.87%
- 6M
- 18.51%
- 1Y
- 20.38%
- 3Y*
- 30.33%
- 5Y*
- 20.04%
- 10Y*
- 6.56%
FSENX vs. KYN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 26.95% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
KYN Kayne Anderson Energy Infrastructure Fund | 14.87% | 5.34% | 60.45% | 13.19% | 20.50% | 44.21% | -51.60% | 11.52% | -19.35% | 7.33% |
Correlation
The correlation between FSENX and KYN is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2004 | 0.53 |
The correlation between FSENX and KYN shifts across timeframes, from 0.46 (1 year) to 0.68 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FSENX vs. KYN — Risk / Return Rank
FSENX
KYN
FSENX vs. KYN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Kayne Anderson Energy Infrastructure Fund (KYN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSENX | KYN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | 2.37 | +0.41 |
| Martin ratioReturn relative to average drawdown | 8.92 | 6.18 | +2.73 |
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Drawdowns
FSENX vs. KYN - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.24%, smaller than the maximum KYN drawdown of -91.43%. Use the drawdown chart below to compare losses from any high point for FSENX and KYN.
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Drawdown Indicators
| FSENX | KYN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.24% | -91.43% | +15.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -8.64% | -3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -25.85% | -21.65% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -21.65% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -72.11% | -87.74% | +15.63% |
Current DrawdownCurrent decline from peak | -10.77% | -5.27% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -17.00% | -26.90% | +9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.30% | +0.50% |
Volatility
FSENX vs. KYN - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) has a higher volatility of 6.83% compared to Kayne Anderson Energy Infrastructure Fund (KYN) at 5.22%. This indicates that FSENX's price experiences larger fluctuations and is considered to be riskier than KYN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSENX | KYN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 5.22% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 12.68% | +3.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 16.99% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.23% | 23.10% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.95% | 40.85% | -9.90% |
FSENX vs. KYN - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is lower than KYN's 2.00% expense ratio.
Dividends
FSENX vs. KYN - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.69%, less than KYN's 7.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.69% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
KYN Kayne Anderson Energy Infrastructure Fund | 7.23% | 7.75% | 8.34% | 9.45% | 9.05% | 6.42% | 16.17% | 10.34% | 14.17% | 9.97% | 11.24% | 15.20% |
Frequently Asked Questions
FSENX and KYN have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSENX has higher volatility (6.83%) compared to KYN (5.22%). In terms of maximum drawdown, FSENX dropped -76.24% vs KYN's -91.43%.
FSENX currently has the higher Sharpe Ratio (1.67 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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