ATWYX vs. CSUAX
Compare and contrast key facts about AB Tax-Managed Wealth Appreciation Strategy (ATWYX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
ATWYX is managed by BlackRock. It was launched on Sep 1, 2003. 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
ATWYX vs. CSUAX - Performance Comparison
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ATWYX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | -4.70% | 21.44% | 18.72% | 20.55% | -18.58% | 20.45% | 12.70% | 25.56% | -9.76% | 23.04% |
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, ATWYX achieves a -4.70% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, ATWYX has outperformed CSUAX with an annualized return of 10.45%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
ATWYX
- 1D
- -0.28%
- 1M
- -9.12%
- YTD
- -4.70%
- 6M
- -2.06%
- 1Y
- 18.29%
- 3Y*
- 15.81%
- 5Y*
- 8.91%
- 10Y*
- 10.45%
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%
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ATWYX vs. CSUAX - Expense Ratio Comparison
ATWYX has a 0.38% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
ATWYX vs. CSUAX — Risk / Return Rank
ATWYX
CSUAX
ATWYX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Tax-Managed Wealth Appreciation Strategy (ATWYX) 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.
| ATWYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.63 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.17 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.36 | -0.97 |
Martin ratioReturn relative to average drawdown | 6.35 | 10.32 | -3.96 |
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
| ATWYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.63 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.61 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.50 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.55 | -0.15 |
Correlation
The correlation between ATWYX and CSUAX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ATWYX vs. CSUAX - Dividend Comparison
ATWYX's dividend yield for the trailing twelve months is around 4.63%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | 4.63% | 4.41% | 2.49% | 1.84% | 5.88% | 5.81% | 1.23% | 4.93% | 5.57% | 12.93% | 3.16% | 7.84% |
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
ATWYX vs. CSUAX - Drawdown Comparison
The maximum ATWYX drawdown since its inception was -59.14%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for ATWYX and CSUAX.
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Drawdown Indicators
| ATWYX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -52.20% | -6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -7.98% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -26.21% | -20.45% | -5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -35.05% | +0.72% |
Current DrawdownCurrent decline from peak | -9.75% | -4.38% | -5.37% |
Average DrawdownAverage peak-to-trough decline | -10.05% | -8.49% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.83% | +0.74% |
Volatility
ATWYX vs. CSUAX - Volatility Comparison
AB Tax-Managed Wealth Appreciation Strategy (ATWYX) has a higher volatility of 5.15% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that ATWYX'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.
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Volatility by Period
| ATWYX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 3.26% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 6.89% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 11.48% | +5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 12.89% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 14.89% | +1.79% |