CHUSX vs. GLIFX
CHUSX (Alger Global Focus Fund) and GLIFX (Lazard Global Listed Infrastructure Portfolio Institutional Shares) are both mutual funds - CHUSX is a Global Equities fund managed by Alger, while GLIFX is a Infrastructure Equities fund managed by Lazard. Over the past 10 years, CHUSX returned 10.38%/yr vs 9.92%/yr for GLIFX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. CHUSX charges 1.50%/yr vs 0.97%/yr for GLIFX.
Performance
CHUSX vs. GLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, CHUSX achieves a 4.10% return, which is significantly lower than GLIFX's 7.74% return. Both investments have delivered pretty close results over the past 10 years, with CHUSX having a 10.38% annualized return and GLIFX not far behind at 9.92%.
CHUSX
- 1D
- 2.76%
- 1M
- -3.44%
- 6M
- -0.24%
- YTD
- 4.10%
- 1Y
- 5.01%
- 3Y*
- 17.44%
- 5Y*
- 6.31%
- 10Y*
- 10.38%
- ALL TIME*
- 8.49%
GLIFX
- 1D
- -0.36%
- 1M
- -1.08%
- 6M
- 3.91%
- YTD
- 7.74%
- 1Y
- 14.55%
- 3Y*
- 13.40%
- 5Y*
- 10.83%
- 10Y*
- 9.92%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CHUSX vs. GLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | 4.10% | 7.71% | 40.01% | 24.23% | -32.05% | 14.05% | 38.85% | 23.58% | -15.83% | 22.86% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 7.74% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
Correlation
The correlation between CHUSX and GLIFX is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.07 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.53 |
Over the past year, the correlation between CHUSX and GLIFX has dropped to 0.07 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.
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Return for Risk
CHUSX vs. GLIFX — Risk / Return Rank
CHUSX
GLIFX
CHUSX vs. GLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Global Focus Fund (CHUSX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHUSX | GLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.58 | -1.34 |
| Martin ratioReturn relative to average drawdown | 0.72 | 4.31 | -3.59 |
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Drawdowns
CHUSX vs. GLIFX - Drawdown Comparison
The maximum CHUSX drawdown since its inception was -69.31%, which is greater than GLIFX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for CHUSX and GLIFX.
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Drawdown Indicators
| CHUSX | GLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.31% | -29.65% | -39.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -9.00% | -3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.80% | -9.00% | -11.80% |
Max Drawdown (5Y)Largest decline over 5 years | -41.48% | -17.15% | -24.33% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -29.65% | -11.83% |
Current DrawdownCurrent decline from peak | -8.05% | -5.43% | -2.62% |
Average DrawdownAverage peak-to-trough decline | -18.39% | -3.37% | -15.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 3.29% | +0.73% |
Volatility
CHUSX vs. GLIFX - Volatility Comparison
Alger Global Focus Fund (CHUSX) has a higher volatility of 6.40% compared to Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) at 2.85%. This indicates that CHUSX's price experiences larger fluctuations and is considered to be riskier than GLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHUSX | GLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 2.85% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 9.47% | +7.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.81% | 10.85% | +9.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.27% | 11.00% | +12.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 13.18% | +8.23% |
CHUSX vs. GLIFX - Expense Ratio Comparison
CHUSX has a 1.50% expense ratio, which is higher than GLIFX's 0.97% expense ratio.
Dividends
CHUSX vs. GLIFX - Dividend Comparison
CHUSX's dividend yield for the trailing twelve months is around 8.61%, more than GLIFX's 7.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | 8.61% | 8.97% | 32.77% | 0.00% | 0.00% | 9.87% | 0.00% | 2.77% | 9.32% | 4.03% | 1.01% | 0.00% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 7.29% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
Frequently Asked Questions
CHUSX and GLIFX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHUSX has higher volatility (6.40%) compared to GLIFX (2.85%). In terms of maximum drawdown, CHUSX dropped -69.31% vs GLIFX's -29.65%.
GLIFX currently has the higher Sharpe Ratio (1.31 vs 0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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