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.
Key characteristics
| CCD | UTF | |
|---|---|---|
| YTD Return | 35.42% | 29.24% |
| 1Y Return | 50.60% | 38.33% |
| 3Y Return (Ann) | 0.63% | 3.87% |
| 5Y Return (Ann) | 13.70% | 7.19% |
| Sharpe Ratio | 3.12 | 2.41 |
| Sortino Ratio | 4.23 | 3.56 |
| Omega Ratio | 1.54 | 1.42 |
| Calmar Ratio | 1.64 | 1.74 |
| Martin Ratio | 19.70 | 14.64 |
| Ulcer Index | 2.57% | 2.62% |
| Daily Std Dev | 16.23% | 15.88% |
| Max Drawdown | -55.42% | -72.62% |
| Current Drawdown | -3.63% | -1.53% |
Fundamentals
| CCD | 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
In the year-to-date period, CCD achieves a 35.42% return, which is significantly higher than UTF's 29.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 9.43%, more than UTF's 7.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 9.43% | 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 | 7.84% | 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 4.76% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.91%. 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