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 14.22%/yr vs 11.52%/yr for UTF. At a 0.37 correlation, their price movements are largely independent.
Performance
AB vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, AB achieves a -2.75% return, which is significantly lower than UTF's 16.77% return. Over the past 10 years, AB has outperformed UTF with an annualized return of 14.22%, while UTF has yielded a comparatively lower 11.52% annualized return.
AB
- 1D
- -0.50%
- 1M
- -5.67%
- YTD
- -2.75%
- 6M
- -3.65%
- 1Y
- -2.34%
- 3Y*
- 13.55%
- 5Y*
- 3.45%
- 10Y*
- 14.22%
UTF
- 1D
- 0.37%
- 1M
- 1.21%
- YTD
- 16.77%
- 6M
- 16.96%
- 1Y
- 12.72%
- 3Y*
- 15.73%
- 5Y*
- 7.63%
- 10Y*
- 11.52%
AB vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -2.75% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
UTF Cohen & Steers Infrastructure Fund, Inc | 16.77% | 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 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since May 11, 2004 | 0.37 |
The correlation between AB and UTF shifts across timeframes, from 0.19 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AB:
$3.31B
UTF:
$2.63B
AB:
$3.22
UTF:
$6.79
AB:
11.11
UTF:
4.00
AB:
13.83
UTF:
6.79
AB:
2.62
UTF:
0.92
AB:
$250.00M
UTF:
$387.16M
AB:
$250.00M
UTF:
$388.42M
AB:
$252.50M
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 | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 1.24 | -1.40 |
| Martin ratioReturn relative to average drawdown | -0.33 | 2.52 | -2.86 |
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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 | -20.59% | -21.06% | +0.47% |
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 | -12.57% | -0.95% | -11.62% |
Average DrawdownAverage peak-to-trough decline | -26.19% | -10.35% | -15.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 5.05% | +1.98% |
Volatility
AB vs. UTF - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 3.69% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.43%. 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 | 3.69% | 2.43% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 17.88% | 8.34% | +9.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 12.40% | +9.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.19% | 18.28% | +9.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.38% | 23.35% | +9.03% |
Dividends
AB vs. UTF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.53%, more than UTF's 6.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.53% | 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 | 6.94% | 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 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AB has higher volatility (3.69%) compared to UTF (2.43%). In terms of maximum drawdown, AB dropped -87.65% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.03 vs -0.11), 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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