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KED: Kayne Anderson Energy Development Company (CEF)
Basic Info
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (23%) |
Start Date: | 09/22/2006 |
Last Dividend Date: | 04/11/2017 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/22/2006 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.3 | -0.2 | 7.5 | 4.9 | 6.0 | -6.3 | 23.4 | -46.9 | 36.6 | 22.3 | 21.9 | 27.5 | 33.4 | 116.7 | -64.9 | 1.6 | 0.7 |
Sharpe Ratio | NA | 0.18 | -0.02 | -0.02 | 0.12 | 0.11 | 0.38 | -0.32 | 0.5 | -1.05 | 1.28 | 1.36 | 1.1 | 1.03 | 1.09 | 1.74 | -0.89 | -0.05 | -0.04 |
Draw Down(%) | NA | 19.1 | 56.8 | 70.0 | 71.9 | 74.1 | 18.2 | 27.5 | 40.3 | 62.1 | 26.5 | 11.8 | 16.6 | 15.8 | 18.4 | 44.5 | 72.2 | 21.6 | 9.1 |
Standard Deviation(%) | NA | 25.1 | 38.7 | 34.9 | 42.8 | 40.0 | 24.0 | 21.6 | 46.5 | 44.8 | 28.6 | 16.4 | 20.1 | 26.6 | 30.4 | 66.9 | 73.5 | 26.5 | 16.2 |
Treynor Ratio | NA | 0.06 | -0.01 | -0.01 | 0.06 | 0.05 | 0.13 | -0.09 | 0.18 | -0.44 | 0.41 | 0.4 | 0.57 | 0.47 | 0.37 | 1.08 | -0.79 | -0.03 | -0.03 |
Alpha | NA | -0.05 | -0.08 | -0.06 | -0.06 | -0.01 | 0.01 | -0.03 | -0.03 | -0.12 | 0.19 | 0.05 | 0.08 | 0.1 | 0.08 | 0.23 | -0.18 | -0.06 | -0.04 |
Beta | NA | 0.76 | 1.13 | 1.03 | 0.91 | 0.85 | 0.69 | 0.81 | 1.26 | 1.06 | 0.89 | 0.56 | 0.39 | 0.59 | 0.9 | 1.08 | 0.83 | 0.56 | 0.23 |
RSquared | NA | 0.24 | 0.4 | 0.36 | 0.4 | 0.37 | 0.3 | 0.24 | 0.47 | 0.36 | 0.31 | 0.22 | 0.13 | 0.47 | 0.51 | 0.37 | 0.45 | 0.21 | 0.07 |
Yield(%) | N/A | 0.0 | 5.0 | 5.8 | 6.8 | N/A | 0.0 | 4.5 | 10.9 | 5.8 | 7.5 | 7.1 | 7.5 | 7.4 | 7.9 | 14.3 | 5.6 | 6.3 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -42.9 | 2.8 | N/A | N/A | -100.0 | -54.2 | -9.0 | 2.9 | 15.8 | 9.3 | 18.2 | 14.2 | -7.7 | 3.2 | -17.6 | 595.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2006
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