Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KARIX (Kayne Anderson Renewable Infrastructure Fund) | NA | 15.87% | -3.39% | NA | NA | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 07/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KARIX (Kayne Anderson Renewable Infrastructure Fund) | 07/24/2020 | 02/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 15.87 | -3.39 | NA | NA | NA | NA | … | … | -0.59 | 5.53 | -12.29 | -10.74 | -0.93 | 30.38 |
| Sharpe Ratio | NA | 0.89 | -0.38 | NA | NA | NA | NA | … | … | -1.06 | 0.13 | -0.98 | -0.61 | -0.06 | 6.26 |
| Standard Deviation(%) | NA | 13.79 | 16.86 | NA | NA | NA | NA | … | … | 8.23 | 14.39 | 16.46 | 19.98 | 14.76 | 13.20 |
| Draw Down(%) | NA | 7.23 | 37.33 | NA | NA | NA | NA | … | … | 2.95 | 12.57 | 29.18 | 18.28 | 19.66 | 5.77 |
| Yield(%) | 0.00 | 2.65 | 2.86 | 2.67 | 1.33 | 0.89 | 0.67 | … | … | 0.00 | 2.42 | 2.93 | 3.54 | 2.48 | 0.28 |
Data as of 02/07/2025, Common starting date is 07/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KARIX (Kayne Anderson Renewable Infrastructure Fund) |
-10.77%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KARIX (Kayne Anderson Renewable Infrastructure Fund) |
-1.62%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart