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KYN vs. SO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between KYN and SO is 0.38, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

KYN vs. SO - Performance Comparison

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

100.00%200.00%300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
174.71%
650.41%
KYN
SO

Key characteristics

Sharpe Ratio

KYN:

1.33

SO:

1.50

Sortino Ratio

KYN:

1.78

SO:

2.11

Omega Ratio

KYN:

1.26

SO:

1.26

Calmar Ratio

KYN:

0.84

SO:

2.09

Martin Ratio

KYN:

6.24

SO:

5.07

Ulcer Index

KYN:

5.19%

SO:

5.47%

Daily Std Dev

KYN:

24.46%

SO:

18.54%

Max Drawdown

KYN:

-91.43%

SO:

-38.43%

Current Drawdown

KYN:

-16.61%

SO:

-2.72%

Fundamentals

Market Cap

KYN:

$2.03B

SO:

$99.49B

EPS

KYN:

$5.50

SO:

$3.99

PE Ratio

KYN:

2.18

SO:

22.66

PEG Ratio

KYN:

0.00

SO:

3.09

PS Ratio

KYN:

24.31

SO:

3.72

PB Ratio

KYN:

0.80

SO:

3.02

Total Revenue (TTM)

KYN:

$218.60M

SO:

$20.08B

Gross Profit (TTM)

KYN:

$218.60M

SO:

$8.91B

EBITDA (TTM)

KYN:

$251.32M

SO:

$9.96B

Returns By Period

In the year-to-date period, KYN achieves a -3.92% return, which is significantly lower than SO's 10.78% return. Over the past 10 years, KYN has underperformed SO with an annualized return of -0.79%, while SO has yielded a comparatively higher 12.08% annualized return.


KYN

YTD

-3.92%

1M

-7.32%

6M

5.43%

1Y

31.30%

5Y*

30.71%

10Y*

-0.79%

SO

YTD

10.78%

1M

1.54%

6M

0.08%

1Y

25.81%

5Y*

13.85%

10Y*

12.08%

*Annualized

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Risk-Adjusted Performance

KYN vs. SO — Risk-Adjusted Performance Rank

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

KYN
The Risk-Adjusted Performance Rank of KYN is 8686
Overall Rank
The Sharpe Ratio Rank of KYN is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of KYN is 8383
Sortino Ratio Rank
The Omega Ratio Rank of KYN is 8484
Omega Ratio Rank
The Calmar Ratio Rank of KYN is 8282
Calmar Ratio Rank
The Martin Ratio Rank of KYN is 9090
Martin Ratio Rank

SO
The Risk-Adjusted Performance Rank of SO is 8989
Overall Rank
The Sharpe Ratio Rank of SO is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of SO is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SO is 8484
Omega Ratio Rank
The Calmar Ratio Rank of SO is 9494
Calmar Ratio Rank
The Martin Ratio Rank of SO is 8787
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.

KYN vs. SO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) and The Southern Company (SO). 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.


The chart of Sharpe ratio for KYN, currently valued at 1.33, compared to the broader market-2.00-1.000.001.002.003.00
KYN: 1.33
SO: 1.50
The chart of Sortino ratio for KYN, currently valued at 1.78, compared to the broader market-6.00-4.00-2.000.002.004.00
KYN: 1.78
SO: 2.11
The chart of Omega ratio for KYN, currently valued at 1.26, compared to the broader market0.501.001.502.00
KYN: 1.26
SO: 1.26
The chart of Calmar ratio for KYN, currently valued at 0.84, compared to the broader market0.001.002.003.004.005.00
KYN: 0.84
SO: 2.09
The chart of Martin ratio for KYN, currently valued at 6.24, compared to the broader market-5.000.005.0010.0015.0020.00
KYN: 6.24
SO: 5.07

The current KYN Sharpe Ratio is 1.33, which is comparable to the SO Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of KYN and SO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
1.33
1.50
KYN
SO

Dividends

KYN vs. SO - Dividend Comparison

KYN's dividend yield for the trailing twelve months is around 7.90%, more than SO's 3.18% yield.


TTM20242023202220212020201920182017201620152014
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
7.90%8.34%9.45%9.05%6.42%16.17%10.34%14.17%9.97%11.24%15.20%6.61%
SO
The Southern Company
3.18%3.47%3.96%3.78%3.82%4.13%3.86%5.42%4.78%4.52%4.60%4.24%

Drawdowns

KYN vs. SO - Drawdown Comparison

The maximum KYN drawdown since its inception was -91.43%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for KYN and SO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.61%
-2.72%
KYN
SO

Volatility

KYN vs. SO - Volatility Comparison

Kayne Anderson Energy Infrastructure Fund, Inc. (KYN) has a higher volatility of 16.67% compared to The Southern Company (SO) at 6.58%. This indicates that KYN's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.67%
6.58%
KYN
SO

Financials

KYN vs. SO - Financials Comparison

This section allows you to compare key financial metrics between Kayne Anderson Energy Infrastructure Fund, Inc. and The Southern Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items