Correlation
The correlation between FNSTX and UTF is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FNSTX vs. UTF
Compare and contrast key facts about Fidelity Infrastructure Fund (FNSTX) and Cohen & Steers Infrastructure Fund, Inc (UTF).
FNSTX is managed by Fidelity. It was launched on Nov 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSTX or UTF.
Performance
FNSTX vs. UTF - Performance Comparison
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Key characteristics
FNSTX:
1.43
UTF:
1.43
FNSTX:
1.84
UTF:
1.95
FNSTX:
1.27
UTF:
1.28
FNSTX:
2.36
UTF:
2.02
FNSTX:
8.40
UTF:
5.81
FNSTX:
2.36%
UTF:
4.16%
FNSTX:
14.15%
UTF:
16.25%
FNSTX:
-35.82%
UTF:
-72.65%
FNSTX:
-0.27%
UTF:
0.00%
Returns By Period
In the year-to-date period, FNSTX achieves a 9.11% return, which is significantly lower than UTF's 12.60% return.
FNSTX
9.11%
1.98%
2.61%
20.01%
7.54%
9.64%
N/A
UTF
12.60%
3.91%
3.87%
22.93%
5.99%
11.00%
10.15%
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Risk-Adjusted Performance
FNSTX vs. UTF — Risk-Adjusted Performance Rank
FNSTX
UTF
FNSTX vs. UTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Infrastructure Fund (FNSTX) 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.
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Dividends
FNSTX vs. UTF - Dividend Comparison
FNSTX's dividend yield for the trailing twelve months is around 1.36%, less than UTF's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSTX Fidelity Infrastructure Fund | 1.36% | 1.59% | 1.85% | 1.35% | 0.63% | 0.80% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UTF Cohen & Steers Infrastructure Fund, Inc | 7.10% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% |
Drawdowns
FNSTX vs. UTF - Drawdown Comparison
The maximum FNSTX drawdown since its inception was -35.82%, smaller than the maximum UTF drawdown of -72.65%. Use the drawdown chart below to compare losses from any high point for FNSTX and UTF.
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Volatility
FNSTX vs. UTF - Volatility Comparison
Fidelity Infrastructure Fund (FNSTX) and Cohen & Steers Infrastructure Fund, Inc (UTF) have volatilities of 3.39% and 3.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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