ALTFX vs. CSUAX
Compare and contrast key facts about AB Sustainable Global Thematic Fund (ALTFX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
ALTFX is managed by AllianceBernstein. It was launched on Feb 28, 1982. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
ALTFX vs. CSUAX - Performance Comparison
Loading graphics...
ALTFX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALTFX AB Sustainable Global Thematic Fund | -10.89% | 6.22% | 5.94% | 15.97% | -27.19% | 22.64% | 39.40% | 33.60% | -9.86% | 37.16% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, ALTFX achieves a -10.89% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, ALTFX has outperformed CSUAX with an annualized return of 9.62%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
ALTFX
- 1D
- -0.30%
- 1M
- -9.85%
- YTD
- -10.89%
- 6M
- -13.62%
- 1Y
- 1.12%
- 3Y*
- 3.26%
- 5Y*
- 0.18%
- 10Y*
- 9.62%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALTFX vs. CSUAX - Expense Ratio Comparison
ALTFX has a 1.02% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
ALTFX vs. CSUAX — Risk / Return Rank
ALTFX
CSUAX
ALTFX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Sustainable Global Thematic Fund (ALTFX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| ALTFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 1.63 | -1.58 |
Sortino ratioReturn per unit of downside risk | 0.20 | 2.17 | -1.97 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.32 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.36 | -2.41 |
Martin ratioReturn relative to average drawdown | -0.16 | 10.32 | -10.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALTFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 1.63 | -1.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.61 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.50 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.55 | -0.29 |
Correlation
The correlation between ALTFX and CSUAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ALTFX vs. CSUAX - Dividend Comparison
ALTFX's dividend yield for the trailing twelve months is around 15.18%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALTFX AB Sustainable Global Thematic Fund | 15.18% | 13.53% | 8.18% | 0.03% | 2.61% | 9.99% | 7.23% | 6.01% | 8.36% | 0.00% | 4.05% | 0.00% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
ALTFX vs. CSUAX - Drawdown Comparison
The maximum ALTFX drawdown since its inception was -80.01%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for ALTFX and CSUAX.
Loading graphics...
Drawdown Indicators
| ALTFX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.01% | -52.20% | -27.81% |
Max Drawdown (1Y)Largest decline over 1 year | -15.81% | -7.98% | -7.83% |
Max Drawdown (5Y)Largest decline over 5 years | -35.87% | -20.45% | -15.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.87% | -35.05% | -0.82% |
Current DrawdownCurrent decline from peak | -16.56% | -4.38% | -12.18% |
Average DrawdownAverage peak-to-trough decline | -37.13% | -8.49% | -28.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 1.83% | +3.10% |
Volatility
ALTFX vs. CSUAX - Volatility Comparison
AB Sustainable Global Thematic Fund (ALTFX) has a higher volatility of 5.52% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that ALTFX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ALTFX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 3.26% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 6.89% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 11.48% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 12.89% | +5.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 14.89% | +3.07% |