CHYDX vs. UTF
Compare and contrast key facts about Calamos High Income Opportunities Fund (CHYDX) and Cohen & Steers Infrastructure Fund, Inc (UTF).
CHYDX is managed by Calamos. It was launched on Aug 2, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHYDX or UTF.
Correlation
The correlation between CHYDX and UTF is 0.55, 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.
Performance
CHYDX vs. UTF - Performance Comparison
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Key characteristics
CHYDX:
2.46
UTF:
1.06
CHYDX:
3.36
UTF:
1.54
CHYDX:
1.63
UTF:
1.23
CHYDX:
2.22
UTF:
1.55
CHYDX:
10.09
UTF:
4.45
CHYDX:
0.77%
UTF:
4.18%
CHYDX:
3.18%
UTF:
16.22%
CHYDX:
-36.46%
UTF:
-72.62%
CHYDX:
-0.67%
UTF:
-0.48%
Returns By Period
In the year-to-date period, CHYDX achieves a 1.04% return, which is significantly lower than UTF's 9.26% return. Over the past 10 years, CHYDX has underperformed UTF with an annualized return of 3.91%, while UTF has yielded a comparatively higher 9.71% annualized return.
CHYDX
1.04%
2.66%
1.74%
7.75%
6.74%
3.91%
UTF
9.26%
8.57%
4.32%
16.92%
12.41%
9.71%
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Risk-Adjusted Performance
CHYDX vs. UTF — Risk-Adjusted Performance Rank
CHYDX
UTF
CHYDX vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos High Income Opportunities Fund (CHYDX) 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
CHYDX vs. UTF - Dividend Comparison
CHYDX's dividend yield for the trailing twelve months is around 5.86%, less than UTF's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHYDX Calamos High Income Opportunities Fund | 5.86% | 6.31% | 6.26% | 5.47% | 4.49% | 5.27% | 5.86% | 6.61% | 4.89% | 4.95% | 5.42% | 6.28% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.27% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
Drawdowns
CHYDX vs. UTF - Drawdown Comparison
The maximum CHYDX drawdown since its inception was -36.46%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for CHYDX and UTF. For additional features, visit the drawdowns tool.
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Volatility
CHYDX vs. UTF - Volatility Comparison
The current volatility for Calamos High Income Opportunities Fund (CHYDX) is 1.42%, while Cohen & Steers Infrastructure Fund, Inc (UTF) has a volatility of 4.17%. This indicates that CHYDX experiences smaller price fluctuations and is considered to be less risky than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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