Correlation
The correlation between CCD and UTF is 0.49, 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.
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
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Key characteristics
CCD:
-0.01
UTF:
1.26
CCD:
0.15
UTF:
2.08
CCD:
1.02
UTF:
1.31
CCD:
0.01
UTF:
2.17
CCD:
0.02
UTF:
6.27
CCD:
7.44%
UTF:
4.16%
CCD:
19.97%
UTF:
15.88%
CCD:
-55.42%
UTF:
-72.65%
CCD:
-17.21%
UTF:
0.00%
Fundamentals
Returns By Period
In the year-to-date period, CCD achieves a -14.39% return, which is significantly lower than UTF's 13.11% return. Over the past 10 years, CCD has underperformed UTF with an annualized return of 8.17%, while UTF has yielded a comparatively higher 10.53% annualized return.
CCD
-14.39%
-7.33%
-11.04%
-0.19%
5.67%
8.85%
8.17%
UTF
13.11%
3.85%
5.40%
19.80%
5.94%
10.24%
10.53%
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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.
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Dividends
CCD vs. UTF - Dividend Comparison
CCD's dividend yield for the trailing twelve months is around 11.65%, more than UTF's 7.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 11.65% | 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 | 7.06% | 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 -72.65%. Use the drawdown chart below to compare losses from any high point for CCD and UTF.
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Volatility
CCD vs. UTF - Volatility Comparison
Calamos Dynamic Convertible and Income Fund (CCD) has a higher volatility of 4.68% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 3.38%. 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.
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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