PortfoliosLab logoPortfoliosLab logo
CCCNX vs. PGJZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCCNX vs. PGJZX - Performance Comparison

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

Loading graphics...

CCCNX vs. PGJZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CCCNX
Center Coast Brookfield Midstream Focus Fund
21.48%2.53%44.06%18.12%15.76%40.57%-35.48%8.61%-13.72%-6.47%
PGJZX
PGIM Jennison Global Infrastructure Fund
8.87%18.41%17.13%5.85%-7.82%15.06%1.98%28.89%-8.57%18.81%

Returns By Period

In the year-to-date period, CCCNX achieves a 21.48% return, which is significantly higher than PGJZX's 8.87% return. Both investments have delivered pretty close results over the past 10 years, with CCCNX having a 9.39% annualized return and PGJZX not far ahead at 9.59%.


CCCNX

1D
-1.50%
1M
0.52%
YTD
21.48%
6M
22.08%
1Y
15.17%
3Y*
27.50%
5Y*
23.55%
10Y*
9.39%

PGJZX

1D
1.00%
1M
-3.65%
YTD
8.87%
6M
10.30%
1Y
23.38%
3Y*
16.26%
5Y*
11.00%
10Y*
9.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. PGJZX - Expense Ratio Comparison

CCCNX has a 1.21% expense ratio, which is higher than PGJZX's 1.17% expense ratio.


Return for Risk

CCCNX vs. PGJZX — Risk / Return Rank

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

CCCNX
CCCNX Risk / Return Rank: 2626
Overall Rank
CCCNX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
CCCNX Sortino Ratio Rank: 2525
Sortino Ratio Rank
CCCNX Omega Ratio Rank: 2929
Omega Ratio Rank
CCCNX Calmar Ratio Rank: 2727
Calmar Ratio Rank
CCCNX Martin Ratio Rank: 1717
Martin Ratio Rank

PGJZX
PGJZX Risk / Return Rank: 9090
Overall Rank
PGJZX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PGJZX Sortino Ratio Rank: 8686
Sortino Ratio Rank
PGJZX Omega Ratio Rank: 8686
Omega Ratio Rank
PGJZX Calmar Ratio Rank: 9393
Calmar Ratio Rank
PGJZX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CCCNX vs. PGJZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Center Coast Brookfield Midstream Focus Fund (CCCNX) and PGIM Jennison Global Infrastructure Fund (PGJZX). 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.


CCCNXPGJZXDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.92

-1.08

Sortino ratio

Return per unit of downside risk

1.16

2.47

-1.31

Omega ratio

Gain probability vs. loss probability

1.18

1.38

-0.21

Calmar ratio

Return relative to maximum drawdown

1.06

3.11

-2.04

Martin ratio

Return relative to average drawdown

2.64

12.57

-9.93

CCCNX vs. PGJZX - Sharpe Ratio Comparison

The current CCCNX Sharpe Ratio is 0.85, which is lower than the PGJZX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of CCCNX and PGJZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


CCCNXPGJZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.92

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.20

0.78

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.61

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.55

-0.29

Correlation

The correlation between CCCNX and PGJZX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CCCNX vs. PGJZX - Dividend Comparison

CCCNX's dividend yield for the trailing twelve months is around 4.60%, less than PGJZX's 6.60% yield.


TTM20252024202320222021202020192018201720162015
CCCNX
Center Coast Brookfield Midstream Focus Fund
4.60%5.49%5.08%5.94%5.51%7.15%15.53%12.04%11.73%9.19%9.86%8.85%
PGJZX
PGIM Jennison Global Infrastructure Fund
6.60%7.18%9.95%1.59%3.30%7.77%1.17%1.58%2.13%1.35%1.71%1.42%

Drawdowns

CCCNX vs. PGJZX - Drawdown Comparison

The maximum CCCNX drawdown since its inception was -75.87%, which is greater than PGJZX's maximum drawdown of -36.64%. Use the drawdown chart below to compare losses from any high point for CCCNX and PGJZX.


Loading graphics...

Drawdown Indicators


CCCNXPGJZXDifference

Max Drawdown

Largest peak-to-trough decline

-75.87%

-36.64%

-39.23%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-7.74%

-3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-19.52%

-20.56%

+1.04%

Max Drawdown (10Y)

Largest decline over 10 years

-73.43%

-36.64%

-36.79%

Current Drawdown

Current decline from peak

-2.84%

-4.13%

+1.29%

Average Drawdown

Average peak-to-trough decline

-15.44%

-5.66%

-9.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.36%

1.91%

+4.45%

Volatility

CCCNX vs. PGJZX - Volatility Comparison

The current volatility for Center Coast Brookfield Midstream Focus Fund (CCCNX) is 3.99%, while PGIM Jennison Global Infrastructure Fund (PGJZX) has a volatility of 4.65%. This indicates that CCCNX experiences smaller price fluctuations and is considered to be less risky than PGJZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


CCCNXPGJZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.99%

4.65%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

10.24%

7.49%

+2.75%

Volatility (1Y)

Calculated over the trailing 1-year period

19.35%

12.49%

+6.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.79%

14.22%

+5.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.35%

15.73%

+11.62%