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.
Key characteristics
| AB | UTF | |
|---|---|---|
| YTD Return | 32.02% | 27.18% |
| 1Y Return | 47.84% | 34.79% |
| 3Y Return (Ann) | -5.16% | 3.86% |
| 5Y Return (Ann) | 14.40% | 6.78% |
| 10Y Return (Ann) | 12.82% | 9.28% |
| Sharpe Ratio | 2.10 | 1.87 |
| Sortino Ratio | 2.83 | 2.72 |
| Omega Ratio | 1.35 | 1.33 |
| Calmar Ratio | 1.04 | 1.25 |
| Martin Ratio | 17.40 | 11.93 |
| Ulcer Index | 2.72% | 2.62% |
| Daily Std Dev | 22.50% | 16.78% |
| Max Drawdown | -87.65% | -72.62% |
| Current Drawdown | -14.80% | -3.10% |
Fundamentals
| AB | UTF |
|---|
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.
Performance
AB vs. UTF - Performance Comparison
In the year-to-date period, AB achieves a 32.02% return, which is significantly higher than UTF's 27.18% return. Over the past 10 years, AB has outperformed UTF with an annualized return of 12.82%, while UTF has yielded a comparatively lower 9.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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.
Dividends
AB vs. UTF - Dividend Comparison
AB's dividend yield for the trailing twelve months is around 7.94%, more than UTF's 7.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 7.94% | 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 | 7.35% | 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 7.72% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.07%. 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