CGAEX vs. CSUIX
Compare and contrast key facts about Calvert Global Energy Solutions Fund Class A (CGAEX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX).
CGAEX is managed by Calvert Research and Management. It was launched on May 31, 2007. CSUIX is managed by Cohen & Steers. It was launched on May 2, 2004.
Performance
CGAEX vs. CSUIX - Performance Comparison
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CGAEX vs. CSUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGAEX Calvert Global Energy Solutions Fund Class A | 4.15% | 32.27% | -7.33% | 5.40% | -17.66% | 6.50% | 61.15% | 33.16% | -19.66% | 29.42% |
CSUIX Cohen & Steers Global Infrastructure Fund, Inc. | 8.44% | 14.69% | 8.74% | 2.46% | -4.89% | 16.60% | -1.29% | 24.72% | -5.52% | 18.15% |
Returns By Period
In the year-to-date period, CGAEX achieves a 4.15% return, which is significantly lower than CSUIX's 8.44% return. Over the past 10 years, CGAEX has outperformed CSUIX with an annualized return of 9.63%, while CSUIX has yielded a comparatively lower 7.83% annualized return.
CGAEX
- 1D
- -0.42%
- 1M
- -7.37%
- YTD
- 4.15%
- 6M
- 8.23%
- 1Y
- 41.13%
- 3Y*
- 7.42%
- 5Y*
- 3.15%
- 10Y*
- 9.63%
CSUIX
- 1D
- 0.34%
- 1M
- -4.36%
- YTD
- 8.44%
- 6M
- 9.16%
- 1Y
- 18.40%
- 3Y*
- 11.18%
- 5Y*
- 8.17%
- 10Y*
- 7.83%
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CGAEX vs. CSUIX - Expense Ratio Comparison
CGAEX has a 1.24% expense ratio, which is higher than CSUIX's 0.86% expense ratio.
Return for Risk
CGAEX vs. CSUIX — Risk / Return Rank
CGAEX
CSUIX
CGAEX vs. CSUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Global Energy Solutions Fund Class A (CGAEX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). 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.
| CGAEX | CSUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.18 | 1.67 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.87 | 2.21 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.33 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.34 | 2.42 | +0.92 |
Martin ratioReturn relative to average drawdown | 14.21 | 10.58 | +3.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGAEX | CSUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.18 | 1.67 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.64 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.53 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.58 | -0.56 |
Correlation
The correlation between CGAEX and CSUIX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CGAEX vs. CSUIX - Dividend Comparison
CGAEX's dividend yield for the trailing twelve months is around 0.49%, less than CSUIX's 7.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGAEX Calvert Global Energy Solutions Fund Class A | 0.49% | 0.51% | 0.91% | 0.83% | 0.65% | 0.26% | 0.66% | 1.01% | 1.69% | 1.19% | 1.06% | 0.20% |
CSUIX Cohen & Steers Global Infrastructure Fund, Inc. | 7.76% | 8.41% | 2.58% | 2.53% | 3.91% | 3.25% | 1.64% | 1.83% | 2.45% | 5.12% | 2.35% | 6.52% |
Drawdowns
CGAEX vs. CSUIX - Drawdown Comparison
The maximum CGAEX drawdown since its inception was -76.34%, which is greater than CSUIX's maximum drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for CGAEX and CSUIX.
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Drawdown Indicators
| CGAEX | CSUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.34% | -52.01% | -24.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -7.99% | -3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -33.14% | -20.01% | -13.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -35.01% | -2.52% |
Current DrawdownCurrent decline from peak | -18.85% | -4.36% | -14.49% |
Average DrawdownAverage peak-to-trough decline | -51.03% | -8.21% | -42.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.82% | +0.82% |
Volatility
CGAEX vs. CSUIX - Volatility Comparison
Calvert Global Energy Solutions Fund Class A (CGAEX) has a higher volatility of 6.91% compared to Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) at 3.24%. This indicates that CGAEX's price experiences larger fluctuations and is considered to be riskier than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGAEX | CSUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 3.24% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 6.90% | +5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.27% | 11.49% | +6.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 12.86% | +6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 14.88% | +4.74% |