CSUAX vs. MFWIX
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and MFS Global Total Return Fund Class I (MFWIX).
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. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
CSUAX vs. MFWIX - Performance Comparison
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CSUAX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, CSUAX achieves a 8.35% return, which is significantly higher than MFWIX's -0.47% return. Over the past 10 years, CSUAX has outperformed MFWIX with an annualized return of 7.48%, while MFWIX has yielded a comparatively lower 6.19% 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%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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CSUAX vs. MFWIX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
CSUAX vs. MFWIX — Risk / Return Rank
CSUAX
MFWIX
CSUAX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.29 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.77 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.59 | +0.78 |
Martin ratioReturn relative to average drawdown | 10.32 | 6.26 | +4.06 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.29 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.52 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.65 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.71 | -0.15 |
Correlation
The correlation between CSUAX and MFWIX is 0.77, 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. MFWIX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.46%, less than MFWIX's 8.81% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
CSUAX vs. MFWIX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for CSUAX and MFWIX.
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Drawdown Indicators
| CSUAX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -33.01% | -19.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -6.85% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -20.22% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -23.36% | -11.69% |
Current DrawdownCurrent decline from peak | -4.38% | -6.50% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -3.83% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.74% | +0.09% |
Volatility
CSUAX vs. MFWIX - Volatility Comparison
Cohen & Steers Global Infrastructure Fund Class A (CSUAX) has a higher volatility of 3.26% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that CSUAX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.04% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 5.25% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 8.85% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 9.09% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 9.60% | +5.29% |