CCCNX vs. VGENX
Compare and contrast key facts about Center Coast Brookfield Midstream Focus Fund (CCCNX) and Vanguard Energy Fund Investor Shares (VGENX).
CCCNX is managed by Brookfield Investment Funds. It was launched on Dec 30, 2010. VGENX is managed by Vanguard. It was launched on May 23, 1984.
Performance
CCCNX vs. VGENX - Performance Comparison
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CCCNX vs. VGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCCNX Center Coast Brookfield Midstream Focus Fund | 23.33% | 2.53% | 44.06% | 18.12% | 15.76% | 40.57% | -35.48% | 8.61% | -13.72% | -6.47% |
VGENX Vanguard Energy Fund Investor Shares | 24.08% | 20.67% | 30.25% | 8.78% | 23.59% | 27.71% | -30.85% | 13.23% | -17.19% | 3.22% |
Returns By Period
The year-to-date returns for both investments are quite close, with CCCNX having a 23.33% return and VGENX slightly higher at 24.08%. Over the past 10 years, CCCNX has underperformed VGENX with an annualized return of 9.56%, while VGENX has yielded a comparatively higher 10.86% annualized return.
CCCNX
- 1D
- -0.62%
- 1M
- 2.05%
- YTD
- 23.33%
- 6M
- 23.38%
- 1Y
- 18.07%
- 3Y*
- 28.14%
- 5Y*
- 23.93%
- 10Y*
- 9.56%
VGENX
- 1D
- 0.03%
- 1M
- 3.95%
- YTD
- 24.08%
- 6M
- 28.47%
- 1Y
- 35.43%
- 3Y*
- 28.99%
- 5Y*
- 24.44%
- 10Y*
- 10.86%
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CCCNX vs. VGENX - Expense Ratio Comparison
CCCNX has a 1.21% expense ratio, which is higher than VGENX's 0.41% expense ratio.
Return for Risk
CCCNX vs. VGENX — Risk / Return Rank
CCCNX
VGENX
CCCNX vs. VGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Center Coast Brookfield Midstream Focus Fund (CCCNX) and Vanguard Energy Fund Investor Shares (VGENX). 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.
| CCCNX | VGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 2.44 | -1.47 |
Sortino ratioReturn per unit of downside risk | 1.30 | 3.03 | -1.74 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.48 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 3.01 | -1.82 |
Martin ratioReturn relative to average drawdown | 2.95 | 14.64 | -11.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCCNX | VGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 2.44 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.22 | 1.32 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.47 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.45 | -0.19 |
Correlation
The correlation between CCCNX and VGENX is 0.71, 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.
Dividends
CCCNX vs. VGENX - Dividend Comparison
CCCNX's dividend yield for the trailing twelve months is around 4.53%, less than VGENX's 6.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCCNX Center Coast Brookfield Midstream Focus Fund | 4.53% | 5.49% | 5.08% | 5.94% | 5.51% | 7.15% | 15.53% | 12.04% | 11.73% | 9.19% | 9.86% | 8.85% |
VGENX Vanguard Energy Fund Investor Shares | 6.91% | 4.71% | 33.96% | 6.83% | 4.63% | 3.63% | 4.46% | 3.30% | 2.96% | 2.96% | 1.84% | 2.63% |
Drawdowns
CCCNX vs. VGENX - Drawdown Comparison
The maximum CCCNX drawdown since its inception was -75.87%, which is greater than VGENX's maximum drawdown of -65.37%. Use the drawdown chart below to compare losses from any high point for CCCNX and VGENX.
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Drawdown Indicators
| CCCNX | VGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.87% | -65.37% | -10.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.81% | -12.30% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.52% | -19.72% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -73.43% | -61.19% | -12.24% |
Current DrawdownCurrent decline from peak | -1.36% | 0.00% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -15.45% | -14.99% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 2.53% | +3.83% |
Volatility
CCCNX vs. VGENX - Volatility Comparison
Center Coast Brookfield Midstream Focus Fund (CCCNX) and Vanguard Energy Fund Investor Shares (VGENX) have volatilities of 3.65% and 3.79%, 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.
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Volatility by Period
| CCCNX | VGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 3.79% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 8.57% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 14.79% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 18.64% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.35% | 23.26% | +4.09% |