Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KARRX (Kayne Anderson Renewable Infrastructure Fund Class Retail) | NA | 15.53% | -3.65% | NA | NA | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 12/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KARRX (Kayne Anderson Renewable Infrastructure Fund Class Retail) | 12/01/2020 | 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 (%) | 0.04 | 15.53 | -3.65 | NA | NA | NA | NA | … | … | -0.61 | 5.22 | -12.46 | -10.98 | -2.52 | 9.72 |
| Sharpe Ratio | NA | 0.88 | -0.40 | NA | NA | NA | NA | … | … | -1.11 | 0.11 | -0.99 | -0.62 | -0.17 | 18.80 |
| Standard Deviation(%) | NA | 13.66 | 16.82 | NA | NA | NA | NA | … | … | 8.05 | 14.29 | 16.48 | 19.95 | 14.73 | 10.88 |
| Draw Down(%) | NA | 7.21 | 37.49 | NA | NA | NA | NA | … | … | 2.96 | 12.60 | 29.26 | 18.35 | 19.73 | 0.85 |
| Yield(%) | 0.00 | 2.43 | 2.72 | 1.83 | 0.91 | 0.61 | 0.46 | … | … | 0.00 | 2.21 | 2.86 | 3.38 | 1.02 | 0.15 |
Data as of 02/07/2025, Common starting date is 12/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KARRX (Kayne Anderson Renewable Infrastructure Fund Class Retail) |
-11.41%
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 |
|---|---|---|---|---|
| KARRX (Kayne Anderson Renewable Infrastructure Fund Class Retail) |
-3.52%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart