LLGLX vs. CSUAX
LLGLX (Longleaf Partners Global Fund) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both Global Equities funds. Over the past 10 years, LLGLX returned 7.30%/yr vs 7.32%/yr for CSUAX. A 0.59 correlation means they provide meaningful diversification when combined. LLGLX charges 1.15%/yr vs 1.22%/yr for CSUAX.
Performance
LLGLX vs. CSUAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LLGLX achieves a -0.57% return, which is significantly lower than CSUAX's 9.88% return. Both investments have delivered pretty close results over the past 10 years, with LLGLX having a 7.30% annualized return and CSUAX not far ahead at 7.32%.
LLGLX
- 1D
- 0.29%
- 1M
- -0.29%
- YTD
- -0.57%
- 6M
- -0.93%
- 1Y
- 10.31%
- 3Y*
- 10.09%
- 5Y*
- 2.47%
- 10Y*
- 7.30%
CSUAX
- 1D
- 0.19%
- 1M
- -1.85%
- YTD
- 9.88%
- 6M
- 10.52%
- 1Y
- 17.84%
- 3Y*
- 10.99%
- 5Y*
- 7.05%
- 10Y*
- 7.32%
LLGLX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLGLX Longleaf Partners Global Fund | -0.57% | 16.68% | 10.54% | 22.48% | -24.14% | 8.09% | 3.60% | 22.46% | -16.14% | 26.34% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 9.88% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between LLGLX and CSUAX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.59 |
The correlation between LLGLX and CSUAX shifts across timeframes, from 0.47 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LLGLX vs. CSUAX — Risk / Return Rank
LLGLX
CSUAX
LLGLX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Global Fund (LLGLX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LLGLX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.78 | 3.05 | -2.27 |
| Martin ratioReturn relative to average drawdown | 1.99 | 9.69 | -7.71 |
Loading charts...
Drawdowns
LLGLX vs. CSUAX - Drawdown Comparison
The maximum LLGLX drawdown since its inception was -40.46%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for LLGLX and CSUAX.
Loading charts...
Drawdown Indicators
| LLGLX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.46% | -52.20% | +11.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -5.99% | -7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.94% | -14.95% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -36.50% | -20.45% | -16.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.46% | -35.05% | -5.41% |
Current DrawdownCurrent decline from peak | -7.75% | -3.03% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -8.43% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 1.87% | +3.40% |
Volatility
LLGLX vs. CSUAX - Volatility Comparison
The current volatility for Longleaf Partners Global Fund (LLGLX) is 3.14%, while Cohen & Steers Global Infrastructure Fund Class A (CSUAX) has a volatility of 3.40%. This indicates that LLGLX experiences smaller price fluctuations and is considered to be less risky than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LLGLX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 3.40% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 7.99% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.23% | 9.86% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 12.99% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 14.92% | +3.99% |
LLGLX vs. CSUAX - Expense Ratio Comparison
LLGLX has a 1.15% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
LLGLX vs. CSUAX - Dividend Comparison
LLGLX's dividend yield for the trailing twelve months is around 9.63%, more than CSUAX's 7.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.36% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
LLGLX Longleaf Partners Global Fund | 9.63% | 9.57% | 3.16% | 0.14% | 0.90% | 7.15% | 2.99% | 4.31% | 12.38% | 1.09% | 0.49% | 0.24% |
Frequently Asked Questions
LLGLX and CSUAX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSUAX has higher volatility (3.40%) compared to LLGLX (3.14%). In terms of maximum drawdown, LLGLX dropped -40.46% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.85 vs 0.74), 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.
Find the right allocation for LLGLX and CSUAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer