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.
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.
Performance
CCD vs. UTF - Performance Comparison
Key characteristics
CCD:
0.40
UTF:
1.35
CCD:
0.70
UTF:
1.81
CCD:
1.09
UTF:
1.26
CCD:
0.35
UTF:
1.52
CCD:
1.28
UTF:
5.39
CCD:
6.01%
UTF:
4.14%
CCD:
19.51%
UTF:
16.48%
CCD:
-55.42%
UTF:
-72.62%
CCD:
-17.11%
UTF:
-4.88%
Fundamentals
Returns By Period
In the year-to-date period, CCD achieves a -14.28% return, which is significantly lower than UTF's 4.44% return. Over the past 10 years, CCD has underperformed UTF with an annualized return of 7.93%, while UTF has yielded a comparatively higher 9.14% annualized return.
CCD
-14.28%
-5.95%
-16.22%
8.18%
13.58%
7.93%
UTF
4.44%
-1.02%
-1.03%
23.58%
11.91%
9.14%
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Risk-Adjusted Performance
CCD vs. UTF — Risk-Adjusted Performance Rank
CCD
UTF
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 11.53%, more than UTF's 7.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 11.53% | 9.63% | 11.83% | 11.42% | 7.43% | 7.11% | 9.47% | 12.21% | 9.99% | 11.43% | 7.40% | 0.00% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.60% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
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 12.04% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 10.29%. 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