AB vs. UTF
AB (AllianceBernstein Holding L.P.) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AB returned 14.60%/yr vs 11.49%/yr for UTF. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
AB vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -0.09% return, which is significantly lower than UTF's 20.28% return. Over the past 10 years, AB has outperformed UTF with an annualized return of 14.60%, while UTF has yielded a comparatively lower 11.49% annualized return.
AB
- 1D
- 0.11%
- 1M
- 1.24%
- 6M
- -9.62%
- YTD
- -0.09%
- 1Y
- -1.44%
- 3Y*
- 13.04%
- 5Y*
- 2.94%
- 10Y*
- 14.60%
- ALL TIME*
- 15.66%
UTF
- 1D
- -0.11%
- 1M
- 1.47%
- 6M
- 11.47%
- YTD
- 20.28%
- 1Y
- 14.01%
- 3Y*
- 15.30%
- 5Y*
- 7.78%
- 10Y*
- 11.49%
- ALL TIME*
- 11.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.20M | $8.80M | $11.34M | |
| $6.45M | $6.34M | $7.48M |
AB vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -0.09% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
UTF Cohen & Steers Infrastructure Fund, Inc | 20.28% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between AB and UTF is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
Correlation (All Time) Calculated using the full available price history since May 11, 2004 | 0.37 |
Over the past year, the correlation between AB and UTF has dropped to 0.15 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
Fundamentals
AB:
$3.43B
UTF:
$2.69B
AB:
$3.39
UTF:
$6.79
AB:
10.86
UTF:
4.09
AB:
9.88
UTF:
6.96
AB:
2.75
UTF:
0.94
AB:
$343.43M
UTF:
$387.16M
AB:
$343.43M
UTF:
$388.42M
AB:
$343.43M
UTF:
$765.72M
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Return for Risk
AB vs. UTF — Risk / Return Rank
AB
UTF
AB vs. UTF - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AB | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.20 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.41 | -1.54 |
| Martin ratioReturn relative to average drawdown | -0.25 | 2.88 | -3.13 |
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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.
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Drawdown Indicators
| AB | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.65% | -72.62% | -15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -10.33% | -4.35% |
Max Drawdown (3Y)Largest decline over 3 years | -19.00% | -19.00% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -45.76% | -30.28% | -15.48% |
Max Drawdown (10Y)Largest decline over 10 years | -58.08% | -52.53% | -5.55% |
Current DrawdownCurrent decline from peak | -10.17% | -1.00% | -9.17% |
Average DrawdownAverage peak-to-trough decline | -26.15% | -10.30% | -15.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 5.05% | +2.26% |
Volatility
AB vs. UTF - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 4.49% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.59%. 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.
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Volatility by Period
| AB | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 2.59% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 16.00% | 7.98% | +8.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 12.46% | +9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.06% | 18.20% | +9.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 23.30% | +9.01% |
Dividends
AB vs. UTF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.28%, more than UTF's 6.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.28% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.82% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
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
Frequently Asked Questions
AB and UTF have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AB has higher volatility (4.49%) compared to UTF (2.59%). In terms of maximum drawdown, AB dropped -87.65% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.17 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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