CCCNX vs. ENFR
Compare and contrast key facts about Center Coast Brookfield Midstream Focus Fund (CCCNX) and Alerian Energy Infrastructure ETF (ENFR).
CCCNX is managed by Brookfield Investment Funds. It was launched on Dec 30, 2010. ENFR is a passively managed fund by SS&C that tracks the performance of the Alerian Midstream Energy Select Index. It was launched on Nov 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCCNX or ENFR.
Key characteristics
| CCCNX | ENFR | |
|---|---|---|
| YTD Return | 39.64% | 38.75% |
| 1Y Return | 43.73% | 44.91% |
| 3Y Return (Ann) | 21.89% | 20.78% |
| 5Y Return (Ann) | 12.13% | 16.40% |
| 10Y Return (Ann) | 2.32% | 5.57% |
| Sharpe Ratio | 3.24 | 3.37 |
| Sortino Ratio | 4.40 | 4.64 |
| Omega Ratio | 1.57 | 1.59 |
| Calmar Ratio | 2.42 | 7.91 |
| Martin Ratio | 24.89 | 27.86 |
| Ulcer Index | 1.69% | 1.55% |
| Daily Std Dev | 12.94% | 12.78% |
| Max Drawdown | -77.74% | -68.28% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between CCCNX and ENFR is 0.91, 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.
Performance
CCCNX vs. ENFR - Performance Comparison
The year-to-date returns for both stocks are quite close, with CCCNX having a 39.64% return and ENFR slightly lower at 38.75%. Over the past 10 years, CCCNX has underperformed ENFR with an annualized return of 2.32%, while ENFR has yielded a comparatively higher 5.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CCCNX vs. ENFR - Expense Ratio Comparison
CCCNX has a 1.21% expense ratio, which is higher than ENFR's 0.35% expense ratio.
Risk-Adjusted Performance
CCCNX vs. ENFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Center Coast Brookfield Midstream Focus Fund (CCCNX) and Alerian Energy Infrastructure ETF (ENFR). 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.
Dividends
CCCNX vs. ENFR - Dividend Comparison
CCCNX's dividend yield for the trailing twelve months is around 5.10%, more than ENFR's 4.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCCNX Center Coast Brookfield Midstream Focus Fund | 5.10% | 5.98% | 5.98% | 7.15% | 15.53% | 6.41% | 11.73% | 9.19% | 7.89% | 8.85% | 6.05% | 6.08% |
ENFR Alerian Energy Infrastructure ETF | 4.39% | 5.48% | 5.22% | 7.86% | 7.58% | 5.82% | 3.98% | 2.98% | 3.31% | 3.34% | 2.15% | 0.26% |
Drawdowns
CCCNX vs. ENFR - Drawdown Comparison
The maximum CCCNX drawdown since its inception was -77.74%, which is greater than ENFR's maximum drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for CCCNX and ENFR. For additional features, visit the drawdowns tool.
Volatility
CCCNX vs. ENFR - Volatility Comparison
Center Coast Brookfield Midstream Focus Fund (CCCNX) and Alerian Energy Infrastructure ETF (ENFR) have volatilities of 4.11% and 3.92%, 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.