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CCD vs. UTF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CCD vs. UTF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calamos Dynamic Convertible and Income Fund (CCD) and Cohen & Steers Infrastructure Fund, Inc (UTF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CCD

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

UTF

1D
0.67%
1M
-0.17%
YTD
14.90%
6M
15.80%
1Y
11.67%
3Y*
16.40%
5Y*
6.48%
10Y*
11.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Fundamentals

Total Revenue (TTM)

CCD:

$109.16M

UTF:

$387.16M

Gross Profit (TTM)

CCD:

$84.83M

UTF:

$388.42M

EBITDA (TTM)

CCD:

$109.15M

UTF:

$765.72M

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Return for Risk

CCD vs. UTF — Risk / Return Rank

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

CCD

UTF
UTF Risk / Return Rank: 6464
Overall Rank
UTF Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
UTF Sortino Ratio Rank: 6262
Sortino Ratio Rank
UTF Omega Ratio Rank: 6060
Omega Ratio Rank
UTF Calmar Ratio Rank: 6464
Calmar Ratio Rank
UTF Martin Ratio Rank: 6262
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.

CCD vs. UTF - Risk-Adjusted Trends 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CCD vs. UTF - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CCDUTFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

Drawdowns

CCD vs. UTF - Drawdown Comparison


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Drawdown Indicators


CCDUTFDifference

Max Drawdown

Largest peak-to-trough decline

-72.62%

Max Drawdown (1Y)

Largest decline over 1 year

-10.33%

Max Drawdown (3Y)

Largest decline over 3 years

-21.06%

Max Drawdown (5Y)

Largest decline over 5 years

-30.28%

Max Drawdown (10Y)

Largest decline over 10 years

-52.53%

Current Drawdown

Current decline from peak

-1.43%

Average Drawdown

Average peak-to-trough decline

-10.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.05%

Volatility

CCD vs. UTF - Volatility Comparison


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Volatility by Period


CCDUTFDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

Volatility (6M)

Calculated over the trailing 6-month period

8.60%

Volatility (1Y)

Calculated over the trailing 1-year period

12.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.37%

Dividends

CCD vs. UTF - Dividend Comparison

CCD has not paid dividends to shareholders, while UTF's dividend yield for the trailing twelve months is around 6.96%.


PositionTTM20252024202320222021202020192018201720162015
CCD
Calamos Dynamic Convertible and Income Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UTF
Cohen & Steers Infrastructure Fund, Inc
6.96%7.62%7.74%8.76%7.75%6.53%7.20%7.10%10.12%7.37%10.51%8.39%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
11.79M
144.46M
(CCD) Total Revenue
(UTF) Total Revenue
Values in USD except per share items
Portfolio Optimizer

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