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GLU vs. UTF
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GLU vs. UTF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Gabelli Global Utility & Income Trust (GLU) and Cohen & Steers Infrastructure Fund, Inc (UTF). The values are adjusted to include any dividend payments, if applicable.

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GLU vs. UTF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLU
The Gabelli Global Utility & Income Trust
1.04%37.93%23.55%2.07%-28.13%21.19%4.90%25.26%-19.49%34.92%
UTF
Cohen & Steers Infrastructure Fund, Inc
9.32%9.93%22.37%-3.83%-9.60%17.91%6.93%42.74%-9.87%34.10%

Fundamentals

Market Cap

GLU:

$114.69M

UTF:

$2.51B

EPS

GLU:

$4.81

UTF:

$6.79

PE Ratio

GLU:

3.98

UTF:

3.81

PEG Ratio

GLU:

0.01

UTF:

0.03

PS Ratio

GLU:

8.47

UTF:

6.47

PB Ratio

GLU:

1.04

UTF:

0.88

Total Revenue (TTM)

GLU:

$13.53M

UTF:

$387.16M

Gross Profit (TTM)

GLU:

$9.73M

UTF:

$388.42M

EBITDA (TTM)

GLU:

$19.11M

UTF:

$765.72M

Returns By Period

In the year-to-date period, GLU achieves a 1.04% return, which is significantly lower than UTF's 9.32% return. Over the past 10 years, GLU has underperformed UTF with an annualized return of 7.97%, while UTF has yielded a comparatively higher 11.34% annualized return.


GLU

1D
0.82%
1M
-9.91%
YTD
1.04%
6M
9.32%
1Y
26.15%
3Y*
18.22%
5Y*
7.27%
10Y*
7.97%

UTF

1D
1.41%
1M
-3.86%
YTD
9.32%
6M
8.34%
1Y
10.91%
3Y*
10.92%
5Y*
6.25%
10Y*
11.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GLU vs. UTF — Risk / Return Rank

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

GLU
GLU Risk / Return Rank: 8282
Overall Rank
GLU Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
GLU Sortino Ratio Rank: 7878
Sortino Ratio Rank
GLU Omega Ratio Rank: 8383
Omega Ratio Rank
GLU Calmar Ratio Rank: 7777
Calmar Ratio Rank
GLU Martin Ratio Rank: 8888
Martin Ratio Rank

UTF
UTF Risk / Return Rank: 6262
Overall Rank
UTF Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
UTF Sortino Ratio Rank: 5656
Sortino Ratio Rank
UTF Omega Ratio Rank: 5858
Omega Ratio Rank
UTF Calmar Ratio Rank: 6464
Calmar Ratio Rank
UTF Martin Ratio Rank: 6363
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.

GLU vs. UTF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Gabelli Global Utility & Income Trust (GLU) 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.


GLUUTFDifference

Sharpe ratio

Return per unit of total volatility

1.48

0.70

+0.78

Sortino ratio

Return per unit of downside risk

1.99

0.97

+1.02

Omega ratio

Gain probability vs. loss probability

1.31

1.14

+0.17

Calmar ratio

Return relative to maximum drawdown

1.98

0.99

+0.99

Martin ratio

Return relative to average drawdown

9.12

2.24

+6.88

GLU vs. UTF - Sharpe Ratio Comparison

The current GLU Sharpe Ratio is 1.48, which is higher than the UTF Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of GLU and UTF, 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


GLUUTFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

0.70

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.34

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.49

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.44

-0.12

Correlation

The correlation between GLU and UTF is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

GLU vs. UTF - Dividend Comparison

GLU's dividend yield for the trailing twelve months is around 6.42%, less than UTF's 7.13% yield.


TTM20252024202320222021202020192018201720162015
GLU
The Gabelli Global Utility & Income Trust
6.42%6.23%8.00%9.10%8.52%5.70%6.51%6.36%7.45%5.63%7.14%7.22%
UTF
Cohen & Steers Infrastructure Fund, Inc
7.13%7.62%7.74%8.76%7.75%6.53%7.20%7.10%10.12%7.37%10.51%8.39%

Drawdowns

GLU vs. UTF - Drawdown Comparison

The maximum GLU drawdown since its inception was -50.52%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for GLU and UTF.


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Drawdown Indicators


GLUUTFDifference

Max Drawdown

Largest peak-to-trough decline

-50.52%

-72.62%

+22.10%

Max Drawdown (1Y)

Largest decline over 1 year

-13.73%

-11.99%

-1.74%

Max Drawdown (5Y)

Largest decline over 5 years

-38.34%

-30.28%

-8.06%

Max Drawdown (10Y)

Largest decline over 10 years

-46.57%

-52.53%

+5.96%

Current Drawdown

Current decline from peak

-10.91%

-4.42%

-6.49%

Average Drawdown

Average peak-to-trough decline

-9.76%

-10.44%

+0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

5.29%

-2.31%

Volatility

GLU vs. UTF - Volatility Comparison

The Gabelli Global Utility & Income Trust (GLU) has a higher volatility of 8.10% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 4.56%. This indicates that GLU'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


GLUUTFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

4.56%

+3.54%

Volatility (6M)

Calculated over the trailing 6-month period

12.02%

9.43%

+2.59%

Volatility (1Y)

Calculated over the trailing 1-year period

17.75%

15.70%

+2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.34%

18.51%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.74%

23.38%

-1.64%

Financials

GLU vs. UTF - Financials Comparison

This section allows you to compare key financial metrics between The Gabelli Global Utility & Income Trust 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M20212022202320242025
7.84M
144.46M
(GLU) Total Revenue
(UTF) Total Revenue
Values in USD except per share items