BEGRX vs. CSUAX
BEGRX (Franklin Mutual Beacon Fund) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both Global Equities funds. Over the past 10 years, BEGRX returned 9.08%/yr vs 7.57%/yr for CSUAX. A 0.69 correlation means they provide meaningful diversification when combined. BEGRX charges 0.77%/yr vs 1.22%/yr for CSUAX.
Performance
BEGRX vs. CSUAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BEGRX achieves a 1.13% return, which is significantly lower than CSUAX's 10.30% return. Over the past 10 years, BEGRX has outperformed CSUAX with an annualized return of 9.08%, while CSUAX has yielded a comparatively lower 7.57% annualized return.
BEGRX
- 1D
- 0.05%
- 1M
- -0.74%
- YTD
- 1.13%
- 6M
- 0.59%
- 1Y
- 14.54%
- 3Y*
- 14.75%
- 5Y*
- 7.31%
- 10Y*
- 9.08%
CSUAX
- 1D
- 0.38%
- 1M
- -1.48%
- YTD
- 10.30%
- 6M
- 10.30%
- 1Y
- 17.70%
- 3Y*
- 12.18%
- 5Y*
- 7.09%
- 10Y*
- 7.57%
BEGRX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGRX Franklin Mutual Beacon Fund | 1.13% | 25.64% | 8.64% | 15.40% | -11.70% | 16.64% | 4.07% | 22.57% | -8.84% | 12.30% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 10.30% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between BEGRX and CSUAX is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2004 | 0.69 |
The correlation between BEGRX and CSUAX shifts across timeframes, from 0.55 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BEGRX vs. CSUAX — Risk / Return Rank
BEGRX
CSUAX
BEGRX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Beacon Fund (BEGRX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEGRX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.33 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | 3.08 | -1.55 |
| Martin ratioReturn relative to average drawdown | 4.49 | 9.76 | -5.27 |
Loading charts...
Drawdowns
BEGRX vs. CSUAX - Drawdown Comparison
The maximum BEGRX drawdown since its inception was -73.56%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for BEGRX and CSUAX.
Loading charts...
Drawdown Indicators
| BEGRX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -52.20% | -21.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -5.99% | -3.93% |
Max Drawdown (3Y)Largest decline over 3 years | -13.15% | -14.95% | +1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -20.45% | -6.25% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -35.05% | -2.06% |
Current DrawdownCurrent decline from peak | -5.24% | -2.66% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -36.63% | -8.43% | -28.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 1.88% | +1.50% |
Volatility
BEGRX vs. CSUAX - Volatility Comparison
Franklin Mutual Beacon Fund (BEGRX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX) have volatilities of 3.38% and 3.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BEGRX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.43% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 7.89% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 9.88% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 12.98% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 14.92% | +1.72% |
BEGRX vs. CSUAX - Expense Ratio Comparison
BEGRX has a 0.77% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
BEGRX vs. CSUAX - Dividend Comparison
BEGRX's dividend yield for the trailing twelve months is around 6.78%, less than CSUAX's 7.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGRX Franklin Mutual Beacon Fund | 6.78% | 6.86% | 6.89% | 6.23% | 9.91% | 6.83% | 3.36% | 2.62% | 9.94% | 3.43% | 6.10% | 8.90% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.33% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Frequently Asked Questions
BEGRX and CSUAX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSUAX has higher volatility (3.43%) compared to BEGRX (3.38%). In terms of maximum drawdown, BEGRX dropped -73.56% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.87 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BEGRX and CSUAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer