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BUI vs. UTF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BUI and UTF is 0.40, 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

BUI vs. UTF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Cohen & Steers Infrastructure Fund, Inc (UTF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BUI:

0.99

UTF:

1.26

Sortino Ratio

BUI:

1.60

UTF:

2.08

Omega Ratio

BUI:

1.22

UTF:

1.31

Calmar Ratio

BUI:

1.33

UTF:

2.17

Martin Ratio

BUI:

4.31

UTF:

6.27

Ulcer Index

BUI:

4.22%

UTF:

4.16%

Daily Std Dev

BUI:

15.73%

UTF:

15.88%

Max Drawdown

BUI:

-46.49%

UTF:

-72.65%

Current Drawdown

BUI:

-0.45%

UTF:

0.00%

Fundamentals

Returns By Period

In the year-to-date period, BUI achieves a 6.67% return, which is significantly lower than UTF's 13.11% return. Over the past 10 years, BUI has underperformed UTF with an annualized return of 9.75%, while UTF has yielded a comparatively higher 10.53% annualized return.


BUI

YTD

6.67%

1M

3.07%

6M

5.22%

1Y

15.40%

3Y*

9.51%

5Y*

8.88%

10Y*

9.75%

UTF

YTD

13.11%

1M

3.85%

6M

5.40%

1Y

19.80%

3Y*

5.94%

5Y*

10.24%

10Y*

10.53%

*Annualized

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Risk-Adjusted Performance

BUI vs. UTF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUI
The Risk-Adjusted Performance Rank of BUI is 8282
Overall Rank
The Sharpe Ratio Rank of BUI is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BUI is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BUI is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BUI is 8787
Calmar Ratio Rank
The Martin Ratio Rank of BUI is 8383
Martin Ratio Rank

UTF
The Risk-Adjusted Performance Rank of UTF is 8989
Overall Rank
The Sharpe Ratio Rank of UTF is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of UTF is 8686
Sortino Ratio Rank
The Omega Ratio Rank of UTF is 8888
Omega Ratio Rank
The Calmar Ratio Rank of UTF is 9393
Calmar Ratio Rank
The Martin Ratio Rank of UTF is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUI vs. UTF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) 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.


The current BUI Sharpe Ratio is 0.99, which is comparable to the UTF Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of BUI and UTF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BUI vs. UTF - Dividend Comparison

BUI's dividend yield for the trailing twelve months is around 6.36%, less than UTF's 7.06% yield.


TTM20242023202220212020201920182017201620152014
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
6.36%6.26%6.65%6.99%5.45%5.80%6.51%7.35%6.72%7.89%8.65%7.00%
UTF
Cohen & Steers Infrastructure Fund, Inc
7.06%7.74%8.76%7.75%6.53%7.20%7.10%10.12%7.37%10.51%8.39%6.51%

Drawdowns

BUI vs. UTF - Drawdown Comparison

The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum UTF drawdown of -72.65%. Use the drawdown chart below to compare losses from any high point for BUI and UTF.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BUI vs. UTF - Volatility Comparison

BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.92% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.38%. This indicates that BUI'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.


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Financials

BUI vs. UTF - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00M10.00M15.00M20.00M20202021202220232024
16.95M
(BUI) Total Revenue
(UTF) Total Revenue
Values in USD except per share items