CSUAX vs. FGIYX
CSUAX (Cohen & Steers Global Infrastructure Fund Class A) and FGIYX (Nuveen Global Infrastructure Fund) are both Infrastructure Equities funds. Over the past 10 years, CSUAX returned 7.22%/yr vs 9.06%/yr for FGIYX. Their correlation of 0.93 means they have usually moved in the same direction. CSUAX charges 1.22%/yr vs 0.97%/yr for FGIYX.
Performance
CSUAX vs. FGIYX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CSUAX having a 12.09% return and FGIYX slightly lower at 11.86%. Over the past 10 years, CSUAX has underperformed FGIYX with an annualized return of 7.22%, while FGIYX has yielded a comparatively higher 9.06% annualized return.
CSUAX
- 1D
- -0.30%
- 1M
- -0.23%
- 6M
- 8.33%
- YTD
- 12.09%
- 1Y
- 17.26%
- 3Y*
- 11.88%
- 5Y*
- 7.26%
- 10Y*
- 7.22%
- ALL TIME*
- 9.25%
FGIYX
- 1D
- -0.08%
- 1M
- -1.92%
- 6M
- 7.30%
- YTD
- 11.86%
- 1Y
- 15.79%
- 3Y*
- 14.69%
- 5Y*
- 9.84%
- 10Y*
- 9.06%
- ALL TIME*
- 7.51%
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 |
CSUAX vs. FGIYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 12.09% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
FGIYX Nuveen Global Infrastructure Fund | 11.86% | 18.08% | 10.91% | 8.90% | -6.10% | 14.85% | -2.55% | 36.57% | -7.70% | 19.64% |
Correlation
The correlation between CSUAX and FGIYX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2007 | 0.93 |
The correlation between CSUAX and FGIYX has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
CSUAX vs. FGIYX — Risk / Return Rank
CSUAX
FGIYX
CSUAX vs. FGIYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and Nuveen Global Infrastructure Fund (FGIYX). 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.
| CSUAX | FGIYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.70 | +0.31 |
| Martin ratioReturn relative to average drawdown | 9.45 | 8.36 | +1.09 |
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Drawdowns
CSUAX vs. FGIYX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, which is greater than FGIYX's maximum drawdown of -49.18%. Use the drawdown chart below to compare losses from any high point for CSUAX and FGIYX.
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Drawdown Indicators
| CSUAX | FGIYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -49.18% | -3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -5.99% | -5.99% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -11.83% | -9.71% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -20.92% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -38.06% | +3.01% |
Current DrawdownCurrent decline from peak | -1.95% | -2.74% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -6.99% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.93% | -0.03% |
Volatility
CSUAX vs. FGIYX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 2.93%, while Nuveen Global Infrastructure Fund (FGIYX) has a volatility of 3.21%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than FGIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | FGIYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 3.21% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.16% | 9.01% | -0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.13% | 10.66% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 13.22% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.88% | 15.29% | -0.41% |
CSUAX vs. FGIYX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than FGIYX's 0.97% expense ratio.
Dividends
CSUAX vs. FGIYX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.63%, less than FGIYX's 14.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.63% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
FGIYX Nuveen Global Infrastructure Fund | 14.86% | 10.28% | 7.74% | 2.51% | 6.41% | 7.48% | 1.62% | 12.32% | 6.62% | 6.10% | 8.64% | 3.31% |
Frequently Asked Questions
With a correlation of 0.93, CSUAX and FGIYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FGIYX has higher volatility (3.21%) compared to CSUAX (2.93%). In terms of maximum drawdown, CSUAX dropped -52.20% vs FGIYX's -49.18%.
CSUAX currently has the higher Sharpe Ratio (1.78 vs 1.52), 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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