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CSUIX vs. RSNYX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CSUIX vs. RSNYX - Performance Comparison

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

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Returns By Period

In the year-to-date period, CSUIX achieves a 9.35% return, which is significantly lower than RSNYX's 38.37% return. Over the past 10 years, CSUIX has underperformed RSNYX with an annualized return of 7.70%, while RSNYX has yielded a comparatively higher 13.86% annualized return.


CSUIX

1D
-0.23%
1M
-2.43%
YTD
9.35%
6M
8.52%
1Y
16.87%
3Y*
12.05%
5Y*
6.93%
10Y*
7.70%

RSNYX

1D
-0.41%
1M
5.83%
YTD
38.37%
6M
40.60%
1Y
104.72%
3Y*
35.06%
5Y*
31.17%
10Y*
13.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CSUIX vs. RSNYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
9.35%14.69%8.74%2.46%-4.89%16.60%-1.29%24.72%-5.52%18.15%
RSNYX
Victory Global Energy Transition Fund Class Y
38.37%70.14%16.28%-8.32%35.48%83.62%27.86%-24.32%-45.63%1.36%

Correlation

The correlation between CSUIX and RSNYX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2008

0.56

Over the past year, the correlation between CSUIX and RSNYX has dropped to 0.32 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

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Return for Risk

CSUIX vs. RSNYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSUIX
CSUIX Risk / Return Rank: 4040
Overall Rank
CSUIX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
CSUIX Sortino Ratio Rank: 3636
Sortino Ratio Rank
CSUIX Omega Ratio Rank: 3434
Omega Ratio Rank
CSUIX Calmar Ratio Rank: 5353
Calmar Ratio Rank
CSUIX Martin Ratio Rank: 4444
Martin Ratio Rank

RSNYX
RSNYX Risk / Return Rank: 9797
Overall Rank
RSNYX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
RSNYX Sortino Ratio Rank: 9696
Sortino Ratio Rank
RSNYX Omega Ratio Rank: 9494
Omega Ratio Rank
RSNYX Calmar Ratio Rank: 9898
Calmar Ratio Rank
RSNYX Martin Ratio Rank: 9898
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. RSNYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) and Victory Global Energy Transition Fund Class Y (RSNYX). 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.


CSUIXRSNYXDifference
Sharpe ratioReturn per unit of total volatility

-2.99

Sortino ratioReturn per unit of downside risk

-2.78

Omega ratioGain probability vs. loss probability

1.30

1.74

-0.44

Calmar ratioReturn relative to maximum drawdown

2.76

9.11

-6.35

Martin ratioReturn relative to average drawdown

9.20

30.87

-21.67

CSUIX vs. RSNYX - Sharpe Ratio Comparison

The current CSUIX Sharpe Ratio is 1.70, which is lower than the RSNYX Sharpe Ratio of 4.69. The chart below compares the historical Sharpe Ratios of CSUIX and RSNYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CSUIXRSNYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

4.69

-2.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

1.26

-0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.44

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.15

+0.42

Drawdowns

CSUIX vs. RSNYX - Drawdown Comparison

The maximum CSUIX drawdown since its inception was -52.01%, smaller than the maximum RSNYX drawdown of -89.31%. Use the drawdown chart below to compare losses from any high point for CSUIX and RSNYX.


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Drawdown Indicators


CSUIXRSNYXDifference

Max Drawdown

Largest peak-to-trough decline

-52.01%

-89.31%

+37.30%

Max Drawdown (1Y)

Largest decline over 1 year

-5.96%

-11.65%

+5.69%

Max Drawdown (3Y)

Largest decline over 3 years

-14.89%

-25.28%

+10.39%

Max Drawdown (5Y)

Largest decline over 5 years

-20.01%

-25.28%

+5.27%

Max Drawdown (10Y)

Largest decline over 10 years

-35.01%

-84.10%

+49.09%

Current Drawdown

Current decline from peak

-3.56%

-0.41%

-3.15%

Average Drawdown

Average peak-to-trough decline

-8.16%

-32.29%

+24.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

3.43%

-1.65%

Volatility

CSUIX vs. RSNYX - Volatility Comparison

The current volatility for Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) is 3.10%, while Victory Global Energy Transition Fund Class Y (RSNYX) has a volatility of 5.36%. This indicates that CSUIX experiences smaller price fluctuations and is considered to be less risky than RSNYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CSUIXRSNYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.10%

5.36%

-2.26%

Volatility (6M)

Calculated over the trailing 6-month period

7.80%

17.02%

-9.22%

Volatility (1Y)

Calculated over the trailing 1-year period

9.68%

22.63%

-12.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.97%

24.95%

-11.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.90%

31.50%

-16.60%

CSUIX vs. RSNYX - Expense Ratio Comparison

CSUIX has a 0.86% expense ratio, which is lower than RSNYX's 1.15% expense ratio.


Dividends

CSUIX vs. RSNYX - Dividend Comparison

CSUIX's dividend yield for the trailing twelve months is around 7.69%, more than RSNYX's 3.17% yield.


PositionTTM20252024202320222021202020192018201720162015
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
7.69%8.41%2.58%2.53%3.91%3.25%1.64%1.83%2.45%5.12%2.35%6.52%
RSNYX
Victory Global Energy Transition Fund Class Y
3.17%4.39%1.89%2.67%1.07%0.04%0.26%0.25%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CSUIX and RSNYX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RSNYX has higher volatility (5.36%) compared to CSUIX (3.10%). In terms of maximum drawdown, CSUIX dropped -52.01% vs RSNYX's -89.31%.

RSNYX currently has the higher Sharpe Ratio (4.69 vs 1.70), 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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