KYN vs. FGIYX
KYN (Kayne Anderson Energy Infrastructure Fund) and FGIYX (Nuveen Global Infrastructure Fund) are both Infrastructure Equities funds. Over the past 10 years, KYN returned 7.10%/yr vs 9.06%/yr for FGIYX. Their 0.45 correlation means their historical movements had little consistent relationship. KYN charges 2.00%/yr vs 0.97%/yr for FGIYX.
Performance
KYN vs. FGIYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KYN achieves a 22.09% return, which is significantly higher than FGIYX's 11.86% return. Over the past 10 years, KYN has underperformed FGIYX with an annualized return of 7.10%, while FGIYX has yielded a comparatively higher 9.06% annualized return.
KYN
- 1D
- -1.03%
- 1M
- 4.68%
- 6M
- 14.42%
- YTD
- 22.09%
- 1Y
- 26.20%
- 3Y*
- 29.90%
- 5Y*
- 23.63%
- 10Y*
- 7.10%
- ALL TIME*
- 6.14%
FGIYX
- 1D
- -0.08%
- 1M
- -1.92%
- 6M
- 7.30%
- YTD
- 11.86%
- 1Y
- 15.79%
- 3Y*
- 14.69%
- 5Y*
- 9.84%
- 10Y*
- 9.06%
- ALL TIME*
- 7.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $4.42M | $5.46M | $5.51M |
KYN vs. FGIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KYN Kayne Anderson Energy Infrastructure Fund | 22.09% | 5.34% | 60.45% | 13.19% | 20.50% | 44.21% | -51.60% | 11.52% | -19.35% | 7.33% |
FGIYX Nuveen Global Infrastructure Fund | 11.86% | 18.08% | 10.91% | 8.90% | -6.10% | 14.85% | -2.55% | 36.57% | -7.70% | 19.64% |
Correlation
The correlation between KYN and FGIYX is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2007 | 0.45 |
The correlation between KYN and FGIYX shifts across timeframes, from 0.36 (1 year) to 0.55 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KYN vs. FGIYX — Risk / Return Rank
KYN
FGIYX
KYN vs. FGIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kayne Anderson Energy Infrastructure Fund (KYN) and Nuveen Global Infrastructure Fund (FGIYX). 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.
| KYN | FGIYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 2.70 | +0.38 |
| Martin ratioReturn relative to average drawdown | 7.94 | 8.36 | -0.42 |
Loading charts...
Drawdowns
KYN vs. FGIYX - Drawdown Comparison
The maximum KYN drawdown since its inception was -91.43%, which is greater than FGIYX's maximum drawdown of -49.18%. Use the drawdown chart below to compare losses from any high point for KYN and FGIYX.
Loading charts...
Drawdown Indicators
| KYN | FGIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.43% | -49.18% | -42.25% |
Max Drawdown (1Y)Largest decline over 1 year | -8.53% | -5.99% | -2.54% |
Max Drawdown (3Y)Largest decline over 3 years | -21.65% | -9.71% | -11.94% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -20.92% | -0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -87.74% | -38.06% | -49.68% |
Current DrawdownCurrent decline from peak | -3.34% | -2.74% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -26.77% | -6.99% | -19.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.93% | +1.38% |
Volatility
KYN vs. FGIYX - Volatility Comparison
Kayne Anderson Energy Infrastructure Fund (KYN) has a higher volatility of 6.01% compared to Nuveen Global Infrastructure Fund (FGIYX) at 3.21%. This indicates that KYN's price experiences larger fluctuations and is considered to be riskier than FGIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KYN | FGIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 3.21% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 9.01% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 10.66% | +7.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.84% | 13.22% | +9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.77% | 15.29% | +25.48% |
KYN vs. FGIYX - Expense Ratio Comparison
KYN has a 2.00% expense ratio, which is higher than FGIYX's 0.97% expense ratio.
Dividends
KYN vs. FGIYX - Dividend Comparison
KYN's dividend yield for the trailing twelve months is around 6.91%, less than FGIYX's 14.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIYX Nuveen Global Infrastructure Fund | 14.86% | 10.28% | 7.74% | 2.51% | 6.41% | 7.48% | 1.62% | 12.32% | 6.62% | 6.10% | 8.64% | 3.31% |
KYN Kayne Anderson Energy Infrastructure Fund | 6.91% | 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
KYN and FGIYX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KYN has higher volatility (6.01%) compared to FGIYX (3.21%). In terms of maximum drawdown, KYN dropped -91.43% vs FGIYX's -49.18%.
FGIYX currently has the higher Sharpe Ratio (1.52 vs 1.48), 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.
Find the right allocation for KYN and FGIYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer