Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XKYEX (Kayne Anderson Energy Total Return Fun) | NA | 2.90% | -13.80% | -14.95% | NA | NA | NA | … | … |
Data as of 08/06/2018, Common starting date is 07/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XKYEX (Kayne Anderson Energy Total Return Fun) | 07/14/2011 | 08/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.20 | 2.90 | -13.80 | -14.95 | NA | NA | NA | … | … | 0.55 | -15.82 | 40.88 | -64.03 | -2.42 | 25.28 | -8.61 | -6.55 |
| Sharpe Ratio | NA | -0.18 | -0.40 | -0.47 | NA | NA | NA | … | … | -0.01 | -0.80 | 0.86 | -1.40 | -0.10 | 1.66 | -0.47 | -0.47 |
| Standard Deviation(%) | NA | 23.82 | 39.92 | 34.13 | NA | NA | NA | … | … | 26.45 | 20.53 | 47.07 | 45.80 | 24.18 | 15.20 | 18.55 | 28.95 |
| Draw Down(%) | NA | 24.71 | 71.63 | 84.16 | NA | NA | NA | … | … | 24.71 | 26.67 | 42.62 | 70.87 | 28.80 | 8.00 | 17.52 | 23.25 |
| Yield(%) | 0.00 | 6.53 | 1.61 | 2.56 | 1.36 | 0.90 | 0.68 | … | … | 4.57 | 2.93 | 0.00 | 0.00 | 6.67 | 4.02 | 0.00 | 0.00 |
Data as of 08/06/2018, Common starting date is 07/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKYEX (Kayne Anderson Energy Total Return Fun) |
-32.94%
Feb 2013 – Feb 2016 |
-17.68%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XKYEX (Kayne Anderson Energy Total Return Fun) |
18.86%
Aug 2011 – Aug 2014 |
-8.70%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart