CCD vs. UTF
Compare and contrast key facts about Calamos Dynamic Convertible and Income Fund (CCD) and Cohen & Steers Infrastructure Fund, Inc (UTF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCD or UTF.
Performance
CCD vs. UTF - Performance Comparison
Returns By Period
In the year-to-date period, CCD achieves a 33.85% return, which is significantly higher than UTF's 28.26% return.
CCD
33.85%
-3.23%
12.46%
43.40%
13.84%
N/A
UTF
28.26%
-0.14%
12.18%
32.62%
7.15%
9.17%
Fundamentals
| CCD | UTF |
|---|
Key characteristics
| CCD | UTF | |
|---|---|---|
| Sharpe Ratio | 2.65 | 2.06 |
| Sortino Ratio | 3.63 | 3.03 |
| Omega Ratio | 1.45 | 1.36 |
| Calmar Ratio | 1.39 | 1.59 |
| Martin Ratio | 15.81 | 12.09 |
| Ulcer Index | 2.71% | 2.65% |
| Daily Std Dev | 16.12% | 15.59% |
| Max Drawdown | -55.42% | -72.62% |
| Current Drawdown | -4.74% | -2.27% |
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Correlation
The correlation between CCD and UTF is 0.37, 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.
Risk-Adjusted Performance
CCD vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Dynamic Convertible and Income Fund (CCD) 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.
Dividends
CCD vs. UTF - Dividend Comparison
CCD's dividend yield for the trailing twelve months is around 9.62%, more than UTF's 7.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 9.62% | 11.83% | 11.42% | 7.43% | 7.11% | 9.47% | 12.21% | 9.99% | 11.43% | 7.40% | 0.00% | 0.00% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.34% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
Drawdowns
CCD vs. UTF - Drawdown Comparison
The maximum CCD drawdown since its inception was -55.42%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for CCD and UTF. For additional features, visit the drawdowns tool.
Volatility
CCD vs. UTF - Volatility Comparison
Calamos Dynamic Convertible and Income Fund (CCD) has a higher volatility of 4.79% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.78%. This indicates that CCD'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.
Financials
CCD vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Calamos Dynamic Convertible and Income Fund 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.
Total Revenue: Total amount of money received from sales and other business activities