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AB vs. UTF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.4

Performance

AB vs. UTF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianceBernstein Holding L.P. (AB) and Cohen & Steers Infrastructure Fund, Inc (UTF). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%550.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
366.72%
527.09%
AB
UTF

Key characteristics

Sharpe Ratio

AB:

1.29

UTF:

1.29

Sortino Ratio

AB:

1.90

UTF:

1.94

Omega Ratio

AB:

1.23

UTF:

1.23

Calmar Ratio

AB:

0.78

UTF:

1.05

Martin Ratio

AB:

9.10

UTF:

6.59

Ulcer Index

AB:

3.14%

UTF:

2.93%

Daily Std Dev

AB:

22.06%

UTF:

14.92%

Max Drawdown

AB:

-87.65%

UTF:

-72.62%

Current Drawdown

AB:

-15.46%

UTF:

-10.16%

Fundamentals

Returns By Period

In the year-to-date period, AB achieves a 31.00% return, which is significantly higher than UTF's 19.18% return. Over the past 10 years, AB has outperformed UTF with an annualized return of 13.24%, while UTF has yielded a comparatively lower 8.62% annualized return.


AB

YTD

31.00%

1M

0.24%

6M

15.90%

1Y

30.41%

5Y*

13.73%

10Y*

13.24%

UTF

YTD

19.18%

1M

-7.99%

6M

7.72%

1Y

19.12%

5Y*

5.44%

10Y*

8.62%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


Sharpe ratio
The chart of Sharpe ratio for AB, currently valued at 1.29, compared to the broader market-4.00-2.000.002.001.291.29
The chart of Sortino ratio for AB, currently valued at 1.90, compared to the broader market-4.00-2.000.002.004.001.901.94
The chart of Omega ratio for AB, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.23
The chart of Calmar ratio for AB, currently valued at 0.78, compared to the broader market0.002.004.006.000.781.05
The chart of Martin ratio for AB, currently valued at 9.10, compared to the broader market-5.000.005.0010.0015.0020.0025.009.106.59
AB
UTF

The current AB Sharpe Ratio is 1.29, which is comparable to the UTF Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of AB and UTF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.29
1.29
AB
UTF

Dividends

AB vs. UTF - Dividend Comparison

AB's dividend yield for the trailing twelve months is around 8.00%, which matches UTF's 7.95% yield.


TTM20232022202120202019201820172016201520142013
AB
AllianceBernstein Holding L.P.
8.00%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
7.95%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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.46%
-10.16%
AB
UTF

Volatility

AB vs. UTF - Volatility Comparison

AllianceBernstein Holding L.P. (AB) has a higher volatility of 8.32% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 4.39%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
8.32%
4.39%
AB
UTF

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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