KYN vs. EIPIX
Compare and contrast key facts about Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and EIP Growth and Income Fund (NEW) (EIPIX).
EIPIX is managed by EIP Funds. It was launched on Aug 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KYN or EIPIX.
Key characteristics
| KYN | EIPIX | |
|---|---|---|
| YTD Return | 59.93% | 28.87% |
| 1Y Return | 72.30% | 33.93% |
| 3Y Return (Ann) | 26.46% | 16.90% |
| 5Y Return (Ann) | 11.36% | 13.05% |
| Sharpe Ratio | 4.31 | 2.98 |
| Sortino Ratio | 5.67 | 4.10 |
| Omega Ratio | 1.70 | 1.53 |
| Calmar Ratio | 1.46 | 7.72 |
| Martin Ratio | 38.94 | 23.26 |
| Ulcer Index | 1.87% | 1.47% |
| Daily Std Dev | 16.93% | 11.52% |
| Max Drawdown | -91.43% | -43.98% |
| Current Drawdown | -13.49% | -0.89% |
Correlation
The correlation between KYN and EIPIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KYN vs. EIPIX - Performance Comparison
In the year-to-date period, KYN achieves a 59.93% return, which is significantly higher than EIPIX's 28.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KYN vs. EIPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and EIP Growth and Income Fund (NEW) (EIPIX). 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.
Dividends
KYN vs. EIPIX - Dividend Comparison
KYN's dividend yield for the trailing twelve months is around 7.01%, more than EIPIX's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KYN Kayne Anderson Energy Infrastructure Fund, Inc. | 7.01% | 9.45% | 9.05% | 6.42% | 16.17% | 10.34% | 14.17% | 9.97% | 11.24% | 15.21% | 6.61% | 4.37% |
EIPIX EIP Growth and Income Fund (NEW) | 3.34% | 4.09% | 6.51% | 3.44% | 4.02% | 3.44% | 3.45% | 1.77% | 0.78% | 0.00% | 0.00% | 0.00% |
Drawdowns
KYN vs. EIPIX - Drawdown Comparison
The maximum KYN drawdown since its inception was -91.43%, which is greater than EIPIX's maximum drawdown of -43.98%. Use the drawdown chart below to compare losses from any high point for KYN and EIPIX. For additional features, visit the drawdowns tool.
Volatility
KYN vs. EIPIX - Volatility Comparison
Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) has a higher volatility of 5.86% compared to EIP Growth and Income Fund (NEW) (EIPIX) at 3.86%. This indicates that KYN's price experiences larger fluctuations and is considered to be riskier than EIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.