D vs. UTF
D (Dominion Energy, Inc.) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. D operates in Utilities - Diversified (Utilities), while UTF operates in Asset Management (Financial Services). Over the past 10 years, D returned 3.25%/yr vs 11.45%/yr for UTF. At a 0.46 correlation, their price movements are largely independent.
Performance
D vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, D achieves a 14.15% return, which is significantly lower than UTF's 15.84% return. Over the past 10 years, D has underperformed UTF with an annualized return of 3.25%, while UTF has yielded a comparatively higher 11.45% annualized return.
D
- 1D
- -2.06%
- 1M
- 6.92%
- YTD
- 14.15%
- 6M
- 14.44%
- 1Y
- 22.67%
- 3Y*
- 12.57%
- 5Y*
- 1.37%
- 10Y*
- 3.25%
UTF
- 1D
- -0.22%
- 1M
- 0.98%
- YTD
- 15.84%
- 6M
- 18.47%
- 1Y
- 12.54%
- 3Y*
- 16.15%
- 5Y*
- 6.54%
- 10Y*
- 11.45%
D vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
D Dominion Energy, Inc. | 14.15% | 13.96% | 20.43% | -19.13% | -19.12% | 8.12% | -5.35% | 21.50% | -7.59% | 9.91% |
UTF Cohen & Steers Infrastructure Fund, Inc | 15.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between D and UTF is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.46 |
Fundamentals
D:
$3.67
UTF:
$6.79
D:
17.84
UTF:
3.99
D:
0.96
UTF:
0.03
D:
2.41
UTF:
6.78
D:
$17.45B
UTF:
$387.16M
D:
$6.03B
UTF:
$388.42M
D:
$7.08B
UTF:
$765.72M
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Return for Risk
D vs. UTF — Risk / Return Rank
D
UTF
D vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dominion Energy, Inc. (D) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
| D | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.22 | +1.11 |
| Martin ratioReturn relative to average drawdown | 6.33 | 2.49 | +3.85 |
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
| D | UTF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.02 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.36 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.49 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.45 | +0.04 |
Drawdowns
D vs. UTF - Drawdown Comparison
The maximum D drawdown since its inception was -52.20%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for D and UTF.
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Drawdown Indicators
| D | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -72.62% | +20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.77% | -10.33% | +0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -26.41% | -21.06% | -5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -52.20% | -30.28% | -21.92% |
Max Drawdown (10Y)Largest decline over 10 years | -52.20% | -52.53% | +0.33% |
Current DrawdownCurrent decline from peak | -9.67% | -0.62% | -9.05% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -10.37% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 5.05% | -1.46% |
Volatility
D vs. UTF - Volatility Comparison
Dominion Energy, Inc. (D) has a higher volatility of 11.14% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.67%. This indicates that D's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| D | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 2.67% | +8.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.66% | 8.39% | +8.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.90% | 12.38% | +8.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 18.33% | +4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.73% | 23.36% | +0.37% |
Dividends
D vs. UTF - Dividend Comparison
D's dividend yield for the trailing twelve months is around 4.08%, less than UTF's 6.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
D Dominion Energy, Inc. | 4.08% | 4.56% | 4.96% | 5.68% | 4.35% | 3.21% | 4.59% | 4.43% | 4.67% | 3.74% | 3.66% | 3.83% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.90% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
D vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Dominion Energy, Inc. and Cohen & Steers Infrastructure Fund, Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
D and UTF have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
D has higher volatility (11.14%) compared to UTF (2.67%). In terms of maximum drawdown, D dropped -52.20% vs UTF's -72.62%.
D currently has the higher Sharpe Ratio (1.09 vs 1.02), 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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