AB vs. UTF
Compare and contrast key facts about AllianceBernstein Holding L.P. (AB) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AB or UTF.
Performance
AB vs. UTF - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with AB having a 29.10% return and UTF slightly higher at 29.52%. Over the past 10 years, AB has outperformed UTF with an annualized return of 12.25%, while UTF has yielded a comparatively lower 9.32% annualized return.
AB
29.10%
-1.10%
14.73%
43.02%
14.01%
12.25%
UTF
29.52%
1.44%
15.75%
33.60%
7.35%
9.32%
Fundamentals
| AB | UTF |
|---|
Key characteristics
| AB | UTF | |
|---|---|---|
| Sharpe Ratio | 1.91 | 2.17 |
| Sortino Ratio | 2.59 | 3.17 |
| Omega Ratio | 1.32 | 1.38 |
| Calmar Ratio | 1.00 | 1.70 |
| Martin Ratio | 14.95 | 12.77 |
| Ulcer Index | 2.81% | 2.66% |
| Daily Std Dev | 22.03% | 15.61% |
| Max Drawdown | -87.65% | -72.62% |
| Current Drawdown | -16.68% | -1.31% |
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Correlation
The correlation between AB and UTF is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
AB vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianceBernstein Holding L.P. (AB) and Cohen & Steers Infrastructure Fund, Inc (UTF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AB vs. UTF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 8.12%, more than UTF's 7.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 8.12% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% | 7.32% | 7.45% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.27% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
Drawdowns
AB vs. UTF - Drawdown Comparison
The maximum AB drawdown since its inception was -87.65%, which is greater than UTF's maximum drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for AB and UTF. For additional features, visit the drawdowns tool.
Volatility
AB vs. UTF - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 8.00% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.90%. This indicates that AB's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AB vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between AllianceBernstein Holding L.P. and Cohen & Steers Infrastructure Fund, Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities