CSUAX vs. NALFX
Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and New Alternatives Fund (NALFX).
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. NALFX is managed by New Alternatives. It was launched on Sep 2, 1982.
Performance
CSUAX vs. NALFX - Performance Comparison
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CSUAX vs. NALFX - 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% |
NALFX New Alternatives Fund | 5.67% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
Returns By Period
In the year-to-date period, CSUAX achieves a 8.35% return, which is significantly higher than NALFX's 5.67% return. Over the past 10 years, CSUAX has underperformed NALFX with an annualized return of 7.48%, while NALFX has yielded a comparatively higher 10.09% 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%
NALFX
- 1D
- 0.38%
- 1M
- -5.94%
- YTD
- 5.67%
- 6M
- 9.56%
- 1Y
- 28.38%
- 3Y*
- 5.80%
- 5Y*
- 0.60%
- 10Y*
- 10.09%
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CSUAX vs. NALFX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than NALFX's 0.89% expense ratio.
Return for Risk
CSUAX vs. NALFX — Risk / Return Rank
CSUAX
NALFX
CSUAX vs. NALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and New Alternatives Fund (NALFX). 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 | NALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.69 | -0.06 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.17 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.32 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.56 | -0.19 |
Martin ratioReturn relative to average drawdown | 10.32 | 9.84 | +0.48 |
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 | NALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.69 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.03 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.57 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.42 | +0.14 |
Correlation
The correlation between CSUAX and NALFX is 0.71, 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. NALFX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.46%, more than NALFX's 1.10% 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% |
NALFX New Alternatives Fund | 1.10% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
Drawdowns
CSUAX vs. NALFX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, smaller than the maximum NALFX drawdown of -59.67%. Use the drawdown chart below to compare losses from any high point for CSUAX and NALFX.
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Drawdown Indicators
| CSUAX | NALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -59.67% | +7.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -10.60% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -38.03% | +17.58% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -42.35% | +7.30% |
Current DrawdownCurrent decline from peak | -4.38% | -9.59% | +5.21% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -14.89% | +6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.75% | -0.92% |
Volatility
CSUAX vs. NALFX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 3.26%, while New Alternatives Fund (NALFX) has a volatility of 6.59%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than NALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSUAX | NALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 6.59% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.89% | 10.57% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 16.30% | -4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 17.70% | -4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 17.90% | -3.01% |