KNRGSimplify Kayne Anderson Energy and Infrastructure Credit ETF

Grow my money1y track recordRanked #2,182 of 2,969 in this goal

Seeks to maximize total return.

By Simplify Asset Management · Launched 2025

Annual Cost

0.76%

#3,893 of 5,573 · expensive

Fund Size

$146M

#2,589 of 5,573 · mid-size

Return (1Y)Goal

+9.2%

Track Record

1 year

#4,417 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,900+9.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Multi strategy

What it actually holds

By weight

Asset allocation

Bonds

67.2%

Preferred

25.6%

Convertible

6.9%

Cash

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.1%Low

Year-on-year price swings

Max drawdown

-2.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Bond profile

Duration

7.2 years

Avg maturity

10.3 years

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to maximize total return.
Strategy: Invests primarily in credit instruments with attractive yield and capital appreciation potential. Employs bottom-up analysis to assess credit quality and may use hedging strategies involving credit default swaps and total return swaps.
Inception date: May 27, 2025
Fund family: Simplify Asset Management