CSUAX vs. AGVHX
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and American Funds Global Insight Fund (AGVHX).
CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017. AGVHX is managed by American Funds. It was launched on Mar 31, 2011.
Performance
CSUAX vs. AGVHX - Performance Comparison
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CSUAX vs. AGVHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 4.94% |
AGVHX American Funds Global Insight Fund | -6.34% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
Returns By Period
In the year-to-date period, CSUAX achieves a 8.35% return, which is significantly higher than AGVHX's -6.34% return.
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
AGVHX
- 1D
- -0.34%
- 1M
- -10.20%
- YTD
- -6.34%
- 6M
- -3.42%
- 1Y
- 14.15%
- 3Y*
- 11.93%
- 5Y*
- 7.12%
- 10Y*
- —
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CSUAX vs. AGVHX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than AGVHX's 0.47% expense ratio.
Return for Risk
CSUAX vs. AGVHX — Risk / Return Rank
CSUAX
AGVHX
CSUAX vs. AGVHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and American Funds Global Insight Fund (AGVHX). 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.
| CSUAX | AGVHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.94 | +0.70 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.37 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.18 | +1.19 |
Martin ratioReturn relative to average drawdown | 10.32 | 5.05 | +5.26 |
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
| CSUAX | AGVHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.94 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.49 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.54 | +0.01 |
Correlation
The correlation between CSUAX and AGVHX is 0.67, 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.
Dividends
CSUAX vs. AGVHX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.46%, more than AGVHX's 1.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
AGVHX American Funds Global Insight Fund | 1.26% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSUAX vs. AGVHX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, which is greater than AGVHX's maximum drawdown of -29.73%. Use the drawdown chart below to compare losses from any high point for CSUAX and AGVHX.
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Drawdown Indicators
| CSUAX | AGVHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -29.73% | -22.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -10.56% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -25.52% | +5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | — | — |
Current DrawdownCurrent decline from peak | -4.38% | -10.56% | +6.18% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -5.19% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.46% | -0.63% |
Volatility
CSUAX vs. AGVHX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 3.26%, while American Funds Global Insight Fund (AGVHX) has a volatility of 5.19%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than AGVHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | AGVHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.19% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 9.54% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 15.01% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 14.47% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 17.13% | -2.24% |