AB vs. UTF
Compare and contrast key facts about AllianceBernstein Holding L.P. (AB) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Performance
AB vs. UTF - Performance Comparison
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AB vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | -0.36% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
UTF Cohen & Steers Infrastructure Fund, Inc | 9.32% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Fundamentals
AB:
$3.39B
UTF:
$2.51B
AB:
$2.89
UTF:
$6.79
AB:
12.98
UTF:
3.81
AB:
11.69
UTF:
6.47
AB:
2.88
UTF:
0.88
AB:
$332.76M
UTF:
$387.16M
AB:
$332.76M
UTF:
$388.42M
AB:
$243.00M
UTF:
$765.72M
Returns By Period
In the year-to-date period, AB achieves a -0.36% return, which is significantly lower than UTF's 9.32% return. Over the past 10 years, AB has outperformed UTF with an annualized return of 13.83%, while UTF has yielded a comparatively lower 11.34% annualized return.
AB
- 1D
- 2.69%
- 1M
- -4.64%
- YTD
- -0.36%
- 6M
- 2.51%
- 1Y
- 6.25%
- 3Y*
- 9.97%
- 5Y*
- 6.71%
- 10Y*
- 13.83%
UTF
- 1D
- 1.41%
- 1M
- -3.86%
- YTD
- 9.32%
- 6M
- 8.34%
- 1Y
- 10.91%
- 3Y*
- 10.92%
- 5Y*
- 6.25%
- 10Y*
- 11.34%
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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.
| AB | UTF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.70 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.54 | 0.97 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.14 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.99 | -0.59 |
Martin ratioReturn relative to average drawdown | 0.99 | 2.24 | -1.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AB | UTF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.70 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.34 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.44 | +0.01 |
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.
Dividends
AB vs. UTF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 9.03%, more than UTF's 7.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.03% | 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 | 7.13% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
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 | -15.41% | -11.99% | -3.42% |
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 | -10.42% | -4.42% | -6.00% |
Average DrawdownAverage peak-to-trough decline | -26.30% | -10.44% | -15.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.17% | 5.29% | +0.88% |
Volatility
AB vs. UTF - Volatility Comparison
AllianceBernstein Holding L.P. (AB) has a higher volatility of 7.70% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 4.56%. 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 | 7.70% | 4.56% | +3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 18.83% | 9.43% | +9.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.61% | 15.70% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.50% | 18.51% | +9.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.46% | 23.38% | +9.08% |
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