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CSUIX vs. PAXDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

CSUIX vs. PAXDX

Last updated Apr 1, 2026

Compare and contrast key facts about Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and Pax Global Sustainable Infrastructure Fund (PAXDX).

CSUIX is managed by Cohen & Steers. It was launched on May 2, 2004. PAXDX is managed by Pax World. It was launched on Dec 15, 2016.

Performance

CSUIX vs. PAXDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and Pax Global Sustainable Infrastructure Fund (PAXDX). The values are adjusted to include any dividend payments, if applicable.

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CSUIX vs. PAXDX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.		8.44%14.69%8.74%2.46%-4.89%16.60%-1.29%24.72%-5.52%18.15%
PAXDX
Pax Global Sustainable Infrastructure Fund		5.11%18.37%-1.55%9.33%-13.45%14.24%14.25%25.88%-4.25%19.24%

Returns By Period

In the year-to-date period, CSUIX achieves a 8.44% return, which is significantly higher than PAXDX's 5.11% return.

CSUIX

1D
0.34%
1M
-4.36%
YTD
8.44%
6M
9.16%
1Y
18.40%
3Y*
11.18%
5Y*
8.17%
10Y*
7.83%

PAXDX

1D
0.00%
1M
0.00%
YTD
5.11%
6M
4.86%
1Y
15.85%
3Y*
8.60%
5Y*
4.21%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Cohen & Steers Global Infrastructure Fund, Inc.

Pax Global Sustainable Infrastructure Fund

Often compared with CSUIX:
CSUIX vs. SPYCSUIX vs. XLICSUIX vs. GLIFXCSUIX vs. LPXZXCSUIX vs. GGINXCSUIX vs. IEYYXCSUIX vs. TORIX
Often compared with PAXDX:
PAXDX vs. AWTAXPAXDX vs. NMFIXPAXDX vs. FNARXPAXDX vs. BACIXPAXDX vs. GGINXPAXDX vs. PGJZXPAXDX vs. ICPAX

CSUIX vs. PAXDX - Expense Ratio Comparison

CSUIX has a 0.86% expense ratio, which is higher than PAXDX's 0.83% expense ratio.

CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
PAXDX
Pax Global Sustainable Infrastructure Fund

Return for Risk

CSUIX vs. PAXDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CSUIX
CSUIX Risk / Return Rank: 8686
Overall Rank
CSUIX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CSUIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
CSUIX Omega Ratio Rank: 8282
Omega Ratio Rank
CSUIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
CSUIX Martin Ratio Rank: 9191
Martin Ratio Rank
PAXDX
PAXDX Risk / Return Rank: 8181
Overall Rank
PAXDX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
PAXDX Sortino Ratio Rank: 7979
Sortino Ratio Rank
PAXDX Omega Ratio Rank: 8080
Omega Ratio Rank
PAXDX Calmar Ratio Rank: 8080
Calmar Ratio Rank
PAXDX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSUIX vs. PAXDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and Pax Global Sustainable Infrastructure Fund (PAXDX). 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.

CSUIXPAXDXDifference

Sharpe ratio

Return per unit of total volatility

1.67

1.42

+0.25

Sortino ratio

Return per unit of downside risk

2.21

1.98

+0.23

Omega ratio

Gain probability vs. loss probability

1.33

1.31

+0.01

Calmar ratio

Return relative to maximum drawdown

2.42

1.95

+0.46

Martin ratio

Return relative to average drawdown

10.58

9.47

+1.11

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CSUIX vs. PAXDX - Sharpe Ratio Comparison

The current CSUIX Sharpe Ratio is 1.67, which is comparable to the PAXDX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of CSUIX and PAXDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

CSUIXPAXDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

1.42

+0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.32

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.52

+0.05

Correlation

The correlation between CSUIX and PAXDX is 0.72, 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

CSUIX vs. PAXDX - Dividend Comparison

CSUIX's dividend yield for the trailing twelve months is around 7.76%, more than PAXDX's 2.06% yield.

TTM20252024202320222021202020192018201720162015
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.		7.76%8.41%2.58%2.53%3.91%3.25%1.64%1.83%2.45%5.12%2.35%6.52%
PAXDX
Pax Global Sustainable Infrastructure Fund		2.06%2.17%2.07%2.43%2.48%58.94%2.88%4.69%3.55%2.13%0.12%0.00%

Drawdowns

CSUIX vs. PAXDX - Drawdown Comparison

The maximum CSUIX drawdown since its inception was -52.01%, which is greater than PAXDX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for CSUIX and PAXDX.

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Drawdown Indicators

CSUIXPAXDXDifference

Max Drawdown

Largest peak-to-trough decline

-52.01%

-33.58%

-18.43%

Max Drawdown (1Y)

Largest decline over 1 year

-7.99%

-8.05%

+0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-20.01%

-25.04%

+5.03%

Max Drawdown (10Y)

Largest decline over 10 years

-35.01%

—

—

Current Drawdown

Current decline from peak

-4.36%

-0.74%

-3.62%

Average Drawdown

Average peak-to-trough decline

-8.21%

-5.34%

-2.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

1.66%

+0.16%

Volatility

CSUIX vs. PAXDX - Volatility Comparison

Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) has a higher volatility of 3.24% compared to Pax Global Sustainable Infrastructure Fund (PAXDX) at 0.00%. This indicates that CSUIX's price experiences larger fluctuations and is considered to be riskier than PAXDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

CSUIXPAXDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.24%

0.00%

+3.24%

Volatility (6M)

Calculated over the trailing 6-month period

6.90%

5.36%

+1.54%

Volatility (1Y)

Calculated over the trailing 1-year period

11.49%

11.81%

-0.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.86%

13.30%

-0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.88%

16.65%

-1.77%