AWAYX vs. CSUAX
Compare and contrast key facts about AB Wealth Appreciation Strategy (AWAYX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
AWAYX is managed by AllianceBernstein. 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
AWAYX vs. CSUAX - Performance Comparison
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AWAYX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | -4.76% | 21.59% | 19.08% | 21.06% | -18.42% | 20.57% | 13.04% | 25.57% | -9.68% | 22.02% |
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, AWAYX achieves a -4.76% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, AWAYX has outperformed CSUAX with an annualized return of 10.58%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
AWAYX
- 1D
- -0.27%
- 1M
- -9.05%
- YTD
- -4.76%
- 6M
- -2.09%
- 1Y
- 18.19%
- 3Y*
- 16.07%
- 5Y*
- 9.11%
- 10Y*
- 10.58%
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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AWAYX vs. CSUAX - Expense Ratio Comparison
AWAYX has a 0.40% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
AWAYX vs. CSUAX — Risk / Return Rank
AWAYX
CSUAX
AWAYX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Wealth Appreciation Strategy (AWAYX) 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.
| AWAYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.63 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.17 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.36 | -0.98 |
Martin ratioReturn relative to average drawdown | 6.12 | 10.32 | -4.19 |
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
| AWAYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.63 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.61 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.50 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.55 | -0.14 |
Correlation
The correlation between AWAYX 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
AWAYX vs. CSUAX - Dividend Comparison
AWAYX's dividend yield for the trailing twelve months is around 7.73%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | 7.73% | 7.36% | 5.97% | 2.54% | 7.90% | 9.02% | 3.05% | 4.11% | 3.94% | 7.73% | 6.17% | 1.87% |
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
AWAYX vs. CSUAX - Drawdown Comparison
The maximum AWAYX drawdown since its inception was -60.32%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for AWAYX and CSUAX.
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Drawdown Indicators
| AWAYX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.32% | -52.20% | -8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -7.98% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -20.45% | -5.95% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -35.05% | +0.73% |
Current DrawdownCurrent decline from peak | -9.67% | -4.38% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -8.49% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.83% | +0.81% |
Volatility
AWAYX vs. CSUAX - Volatility Comparison
AB Wealth Appreciation Strategy (AWAYX) has a higher volatility of 5.08% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that AWAYX'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
| AWAYX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 3.26% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 6.89% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 11.48% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.03% | 12.89% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 14.89% | +1.85% |