CSUAX vs. GWOAX
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and GMO Global Developed Equity Allocation Fund (GWOAX).
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. GWOAX is managed by GMO. It was launched on Jun 15, 2005.
Performance
CSUAX vs. GWOAX - Performance Comparison
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CSUAX vs. GWOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
GWOAX GMO Global Developed Equity Allocation Fund | 0.36% | 28.37% | 6.14% | 22.49% | -14.10% | 18.53% | 10.53% | 26.56% | -12.95% | 25.63% |
Returns By Period
In the year-to-date period, CSUAX achieves a 8.35% return, which is significantly higher than GWOAX's 0.36% return. Over the past 10 years, CSUAX has underperformed GWOAX with an annualized return of 7.48%, while GWOAX has yielded a comparatively higher 10.74% annualized 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%
GWOAX
- 1D
- -0.13%
- 1M
- -8.51%
- YTD
- 0.36%
- 6M
- 7.28%
- 1Y
- 25.54%
- 3Y*
- 16.14%
- 5Y*
- 9.19%
- 10Y*
- 10.74%
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CSUAX vs. GWOAX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than GWOAX's 0.01% expense ratio.
Return for Risk
CSUAX vs. GWOAX — Risk / Return Rank
CSUAX
GWOAX
CSUAX vs. GWOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and GMO Global Developed Equity Allocation Fund (GWOAX). 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 | GWOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.62 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.24 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.07 | +0.29 |
Martin ratioReturn relative to average drawdown | 10.32 | 9.35 | +0.96 |
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 | GWOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.62 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.65 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.43 | +0.12 |
Correlation
The correlation between CSUAX and GWOAX is 0.75, 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
CSUAX vs. GWOAX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.46%, more than GWOAX's 4.45% 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% |
GWOAX GMO Global Developed Equity Allocation Fund | 4.45% | 4.46% | 0.60% | 6.10% | 7.27% | 12.75% | 3.85% | 4.33% | 3.02% | 3.05% | 6.43% | 12.47% |
Drawdowns
CSUAX vs. GWOAX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, roughly equal to the maximum GWOAX drawdown of -49.84%. Use the drawdown chart below to compare losses from any high point for CSUAX and GWOAX.
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Drawdown Indicators
| CSUAX | GWOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -49.84% | -2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -11.43% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -26.21% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -35.28% | +0.23% |
Current DrawdownCurrent decline from peak | -4.38% | -8.78% | +4.40% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -9.06% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.53% | -0.70% |
Volatility
CSUAX vs. GWOAX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 3.26%, while GMO Global Developed Equity Allocation Fund (GWOAX) has a volatility of 5.02%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than GWOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | GWOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 5.02% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 9.33% | -2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 15.73% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 15.16% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 16.46% | -1.57% |