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KYN vs. CSUIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

KYN vs. CSUIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kayne Anderson Energy Infrastructure Fund (KYN) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). The values are adjusted to include any dividend payments, if applicable.

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KYN vs. CSUIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KYN
Kayne Anderson Energy Infrastructure Fund
17.57%5.34%60.45%13.19%20.50%44.21%-51.60%11.52%-19.35%7.33%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
8.44%14.69%8.74%2.46%-4.89%16.60%-1.29%24.72%-5.52%18.15%

Returns By Period

In the year-to-date period, KYN achieves a 17.57% return, which is significantly higher than CSUIX's 8.44% return. Over the past 10 years, KYN has outperformed CSUIX with an annualized return of 9.00%, while CSUIX has yielded a comparatively lower 7.83% annualized return.


KYN

1D
-0.14%
1M
0.67%
YTD
17.57%
6M
20.05%
1Y
20.40%
3Y*
29.59%
5Y*
24.40%
10Y*
9.00%

CSUIX

1D
0.34%
1M
-4.36%
YTD
8.44%
6M
9.16%
1Y
18.40%
3Y*
11.18%
5Y*
8.17%
10Y*
7.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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KYN vs. CSUIX - Expense Ratio Comparison

KYN has a 2.00% expense ratio, which is higher than CSUIX's 0.86% expense ratio.


Return for Risk

KYN vs. CSUIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KYN
KYN Risk / Return Rank: 4444
Overall Rank
KYN Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
KYN Sortino Ratio Rank: 4343
Sortino Ratio Rank
KYN Omega Ratio Rank: 4848
Omega Ratio Rank
KYN Calmar Ratio Rank: 3939
Calmar Ratio Rank
KYN Martin Ratio Rank: 4141
Martin Ratio Rank

CSUIX
CSUIX Risk / Return Rank: 8686
Overall Rank
CSUIX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CSUIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
CSUIX Omega Ratio Rank: 8282
Omega Ratio Rank
CSUIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
CSUIX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KYN vs. CSUIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kayne Anderson Energy Infrastructure Fund (KYN) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). 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.


KYNCSUIXDifference

Sharpe ratio

Return per unit of total volatility

0.92

1.67

-0.75

Sortino ratio

Return per unit of downside risk

1.28

2.21

-0.94

Omega ratio

Gain probability vs. loss probability

1.20

1.33

-0.13

Calmar ratio

Return relative to maximum drawdown

1.02

2.42

-1.40

Martin ratio

Return relative to average drawdown

4.27

10.58

-6.31

KYN vs. CSUIX - Sharpe Ratio Comparison

The current KYN Sharpe Ratio is 0.92, which is lower than the CSUIX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of KYN and CSUIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KYNCSUIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

1.67

-0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.05

0.64

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.53

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.58

-0.41

Correlation

The correlation between KYN and CSUIX is 0.39, 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.


Dividends

KYN vs. CSUIX - Dividend Comparison

KYN's dividend yield for the trailing twelve months is around 6.83%, less than CSUIX's 7.76% yield.


TTM20252024202320222021202020192018201720162015
KYN
Kayne Anderson Energy Infrastructure Fund
6.83%7.75%8.34%9.45%9.05%6.42%16.17%10.34%14.17%9.97%11.24%15.20%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
7.76%8.41%2.58%2.53%3.91%3.25%1.64%1.83%2.45%5.12%2.35%6.52%

Drawdowns

KYN vs. CSUIX - Drawdown Comparison

The maximum KYN drawdown since its inception was -91.43%, which is greater than CSUIX's maximum drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for KYN and CSUIX.


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Drawdown Indicators


KYNCSUIXDifference

Max Drawdown

Largest peak-to-trough decline

-91.43%

-52.01%

-39.42%

Max Drawdown (1Y)

Largest decline over 1 year

-19.25%

-7.99%

-11.26%

Max Drawdown (5Y)

Largest decline over 5 years

-21.65%

-20.01%

-1.64%

Max Drawdown (10Y)

Largest decline over 10 years

-87.74%

-35.01%

-52.73%

Current Drawdown

Current decline from peak

-0.42%

-4.36%

+3.94%

Average Drawdown

Average peak-to-trough decline

-27.15%

-8.21%

-18.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

1.82%

+2.76%

Volatility

KYN vs. CSUIX - Volatility Comparison

Kayne Anderson Energy Infrastructure Fund (KYN) has a higher volatility of 4.20% compared to Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) at 3.24%. This indicates that KYN's price experiences larger fluctuations and is considered to be riskier than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KYNCSUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

3.24%

+0.96%

Volatility (6M)

Calculated over the trailing 6-month period

12.79%

6.90%

+5.89%

Volatility (1Y)

Calculated over the trailing 1-year period

22.28%

11.49%

+10.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.50%

12.86%

+10.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.12%

14.88%

+26.24%