KYN vs OUNZ

Comparison between Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceKYN has outperformed OUNZ, delivering a return of +21.6% compared to +20.6%

KYN vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KYN(ETF)	OUNZ(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	N/A	0.25%
Max Drawdown	95.14%	21.77%
Sharpe Ratio	1.13	1.25
5Y Beta	0.64	0.18
5Y Dividends CAGR	8.04%	N/A

Net Assets

KYN

$2.80B

OUNZ

$2.80B

Expense Ratio

KYN

N/A

OUNZ

0.25%

Max Drawdown

KYN

95.14%

Winner

OUNZ

21.77%

Sharpe Ratio

KYN

1.13

Winner

OUNZ

1.25

5Y Beta

KYN

0.64

Winner

OUNZ

0.18

5Y Dividends CAGR

KYN

8.04%

OUNZ

N/A

KYN vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	KYN	OUNZ
1 month	-1.32%	-0.18%
3 months	+3.23%	-7.06%
6 months	+22.15%	+17.85%
1 year	+22.79%	+42.64%
5 years(CAGR)	+21.60%	+20.56%
10 years(CAGR)	+8.33%	+13.75%
Max(CAGR)	+5.96%	+11.05%

KYN

-1.32%

Winner

OUNZ

-0.18%

Winner

KYN

+3.23%

OUNZ

-7.06%

Winner

KYN

+22.15%

OUNZ

+17.85%

KYN

+22.79%

Winner

OUNZ

+42.64%

5Y(CAGR)

Winner

KYN

+21.60%

OUNZ

+20.56%

10Y(CAGR)

KYN

+8.33%

Winner

OUNZ

+13.75%

Max(CAGR)

KYN

+5.96%

Winner

OUNZ

+11.05%

KYN vs OUNZ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	KYN	OUNZ
2026	+12.94%	+9.00%
2025	+2.79%	+61.59%
2024	+59.73%	+27.01%
2023	+14.19%	+11.98%
2022	+16.01%	+0.97%
2021	+42.38%	-6.17%
2020	-51.60%	+23.96%
2019	+8.74%	+17.90%
2018	-21.54%	-3.19%
2017	+5.19%	+12.03%
2016	+27.44%	+6.65%
2015	-50.28%	-11.15%
2014	+5.89%	-8.73%
2013	+37.23%	N/A
2012	+4.55%	N/A
2011	+5.97%	N/A
2010	+36.08%	N/A
2009	+69.21%	N/A
2008	-40.63%	N/A
2007	-4.23%	N/A
2006	+39.45%	N/A
2005	+3.59%	N/A
2004	+0.00%	N/A

KYN vs OUNZ Drawdown Comparison

The maximum drawdown for KYN was -91.18%, occurring on Mar 18, 2020. Recovery took 2808 trading sessions.

The maximum drawdown for OUNZ was -21.77%, occurring on Dec 17, 2015. Recovery took 499 trading sessions.

The current KYN drawdown is -4.49%. The current OUNZ drawdown is -12.45%.

Rank	KYN	OUNZ
#1	-91.18% Nov 26, 2014 - Jan 29, 2026	-21.77% Jul 11, 2014 - Jul 5, 2016
#2	-67.05% Apr 16, 2007 - Nov 22, 2010	-21.76% Aug 6, 2020 - Mar 1, 2024
#3	-23.47% Apr 1, 2011 - Jan 17, 2012	-19.14% Jan 29, 2026 - Mar 26, 2026
#4	-16.42% Sep 9, 2005 - Jul 25, 2006	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-14.05% Feb 27, 2012 - Oct 4, 2012	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-11.20% Oct 6, 2014 - Nov 20, 2014	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-9.65% May 21, 2013 - Jun 26, 2013	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-9.38% Oct 17, 2012 - Jan 7, 2013	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-8.51% Dec 31, 2013 - Jun 16, 2014	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-8.34% Jul 1, 2013 - Dec 19, 2013	-5.75% May 20, 2024 - Jul 16, 2024
#11	-7.23% Mar 27, 2026 - Apr 30, 2026	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-6.29% Mar 18, 2005 - Apr 7, 2005	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-6.14% Mar 5, 2013 - Apr 8, 2013	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-5.91% Jul 28, 2005 - Sep 8, 2005	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-5.90% Jul 23, 2014 - Aug 15, 2014	-4.38% Jul 16, 2024 - Aug 12, 2024