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CCCNX vs. ENFR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

CCCNX vs. ENFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Center Coast Brookfield Midstream Focus Fund (CCCNX) and Alerian Energy Infrastructure ETF (ENFR). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
20.33%
19.21%
CCCNX
ENFR

Key characteristics

Sharpe Ratio

CCCNX:

3.24

ENFR:

3.04

Sortino Ratio

CCCNX:

4.21

ENFR:

4.02

Omega Ratio

CCCNX:

1.57

ENFR:

1.54

Calmar Ratio

CCCNX:

3.07

ENFR:

4.20

Martin Ratio

CCCNX:

21.51

ENFR:

21.08

Ulcer Index

CCCNX:

2.10%

ENFR:

1.97%

Daily Std Dev

CCCNX:

13.92%

ENFR:

13.70%

Max Drawdown

CCCNX:

-77.74%

ENFR:

-68.28%

Current Drawdown

CCCNX:

-5.67%

ENFR:

-6.70%

Returns By Period

In the year-to-date period, CCCNX achieves a 44.29% return, which is significantly higher than ENFR's 40.98% return. Over the past 10 years, CCCNX has underperformed ENFR with an annualized return of 3.00%, while ENFR has yielded a comparatively higher 6.06% annualized return.


CCCNX

YTD

44.29%

1M

-3.81%

6M

20.32%

1Y

45.17%

5Y*

12.11%

10Y*

3.00%

ENFR

YTD

40.98%

1M

-6.39%

6M

19.80%

1Y

41.04%

5Y*

15.36%

10Y*

6.06%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


CCCNX vs. ENFR - Expense Ratio Comparison

CCCNX has a 1.21% expense ratio, which is higher than ENFR's 0.35% expense ratio.


CCCNX
Center Coast Brookfield Midstream Focus Fund
Expense ratio chart for CCCNX: current value at 1.21% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.21%
Expense ratio chart for ENFR: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

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.


Sharpe ratio
The chart of Sharpe ratio for CCCNX, currently valued at 3.24, compared to the broader market-1.000.001.002.003.004.003.243.00
The chart of Sortino ratio for CCCNX, currently valued at 4.21, compared to the broader market-2.000.002.004.006.008.0010.004.213.97
The chart of Omega ratio for CCCNX, currently valued at 1.57, compared to the broader market0.501.001.502.002.503.003.501.571.53
The chart of Calmar ratio for CCCNX, currently valued at 3.07, compared to the broader market0.002.004.006.008.0010.0012.0014.003.074.14
The chart of Martin ratio for CCCNX, currently valued at 21.51, compared to the broader market0.0020.0040.0060.0021.5120.34
CCCNX
ENFR

The current CCCNX Sharpe Ratio is 3.24, which is comparable to the ENFR Sharpe Ratio of 3.04. The chart below compares the historical Sharpe Ratios of CCCNX and ENFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio2.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
3.24
3.00
CCCNX
ENFR

Dividends

CCCNX vs. ENFR - Dividend Comparison

CCCNX's dividend yield for the trailing twelve months is around 4.18%, less than ENFR's 4.44% yield.


TTM20232022202120202019201820172016201520142013
CCCNX
Center Coast Brookfield Midstream Focus Fund
4.18%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
4.44%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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.67%
-6.70%
CCCNX
ENFR

Volatility

CCCNX vs. ENFR - Volatility Comparison

Center Coast Brookfield Midstream Focus Fund (CCCNX) has a higher volatility of 6.54% compared to Alerian Energy Infrastructure ETF (ENFR) at 6.17%. This indicates that CCCNX's price experiences larger fluctuations and is considered to be riskier than ENFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.54%
6.17%
CCCNX
ENFR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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