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JEEIX vs. CSUIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JEEIX vs. CSUIX - Performance Comparison

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

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JEEIX vs. CSUIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JEEIX
JHancock Infrastructure Fund
11.67%25.51%13.24%4.74%-8.48%13.97%2.53%23.46%-1.43%17.09%
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%

Returns By Period

In the year-to-date period, JEEIX achieves a 11.67% return, which is significantly higher than CSUIX's 8.44% return. Over the past 10 years, JEEIX has outperformed CSUIX with an annualized return of 9.62%, while CSUIX has yielded a comparatively lower 7.83% annualized return.


JEEIX

1D
0.66%
1M
-3.68%
YTD
11.67%
6M
15.45%
1Y
27.03%
3Y*
18.11%
5Y*
10.71%
10Y*
9.62%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JEEIX vs. CSUIX - Expense Ratio Comparison

JEEIX has a 0.95% expense ratio, which is higher than CSUIX's 0.86% expense ratio.


Return for Risk

JEEIX vs. CSUIX — Risk / Return Rank

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

JEEIX
JEEIX Risk / Return Rank: 9595
Overall Rank
JEEIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
JEEIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
JEEIX Omega Ratio Rank: 9393
Omega Ratio Rank
JEEIX Calmar Ratio Rank: 9696
Calmar Ratio Rank
JEEIX Martin Ratio Rank: 9797
Martin Ratio Rank

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
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.

JEEIX vs. CSUIX - Risk-Adjusted Trends Comparison

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


JEEIXCSUIXDifference

Sharpe ratio

Return per unit of total volatility

2.33

1.67

+0.66

Sortino ratio

Return per unit of downside risk

3.01

2.21

+0.79

Omega ratio

Gain probability vs. loss probability

1.46

1.33

+0.13

Calmar ratio

Return relative to maximum drawdown

3.62

2.42

+1.20

Martin ratio

Return relative to average drawdown

16.58

10.58

+5.99

JEEIX vs. CSUIX - Sharpe Ratio Comparison

The current JEEIX Sharpe Ratio is 2.33, which is higher than the CSUIX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of JEEIX and CSUIX, 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


JEEIXCSUIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.33

1.67

+0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.64

+0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.53

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.58

+0.06

Correlation

The correlation between JEEIX and CSUIX is 0.88, 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

JEEIX vs. CSUIX - Dividend Comparison

JEEIX's dividend yield for the trailing twelve months is around 2.14%, less than CSUIX's 7.76% yield.


TTM20252024202320222021202020192018201720162015
JEEIX
JHancock Infrastructure Fund
2.14%2.37%2.48%2.25%1.93%6.70%2.24%4.69%4.25%2.29%2.27%1.42%
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%

Drawdowns

JEEIX vs. CSUIX - Drawdown Comparison

The maximum JEEIX drawdown since its inception was -30.39%, smaller than the maximum CSUIX drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for JEEIX and CSUIX.


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Drawdown Indicators


JEEIXCSUIXDifference

Max Drawdown

Largest peak-to-trough decline

-30.39%

-52.01%

+21.62%

Max Drawdown (1Y)

Largest decline over 1 year

-7.76%

-7.99%

+0.23%

Max Drawdown (5Y)

Largest decline over 5 years

-22.02%

-20.01%

-2.01%

Max Drawdown (10Y)

Largest decline over 10 years

-30.39%

-35.01%

+4.62%

Current Drawdown

Current decline from peak

-3.68%

-4.36%

+0.68%

Average Drawdown

Average peak-to-trough decline

-4.47%

-8.21%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.69%

1.82%

-0.13%

Volatility

JEEIX vs. CSUIX - Volatility Comparison

JHancock Infrastructure Fund (JEEIX) has a higher volatility of 3.59% compared to Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) at 3.24%. This indicates that JEEIX's price experiences larger fluctuations and is considered to be riskier than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JEEIXCSUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.59%

3.24%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

6.93%

6.90%

+0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

11.92%

11.49%

+0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.79%

12.86%

-0.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.17%

14.88%

-0.71%