MAIN vs. UTF
MAIN (Main Street Capital Corporation) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, MAIN returned 13.19%/yr vs 11.75%/yr for UTF. At a 0.33 correlation, their price movements are largely independent.
Performance
MAIN vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, MAIN achieves a -10.97% return, which is significantly lower than UTF's 17.84% return. Over the past 10 years, MAIN has outperformed UTF with an annualized return of 13.19%, while UTF has yielded a comparatively lower 11.75% annualized return.
MAIN
- 1D
- 0.54%
- 1M
- 3.63%
- YTD
- -10.97%
- 6M
- -12.92%
- 1Y
- -3.16%
- 3Y*
- 18.74%
- 5Y*
- 12.76%
- 10Y*
- 13.19%
UTF
- 1D
- 0.59%
- 1M
- 2.71%
- YTD
- 17.84%
- 6M
- 19.68%
- 1Y
- 14.41%
- 3Y*
- 16.65%
- 5Y*
- 6.94%
- 10Y*
- 11.75%
MAIN vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAIN Main Street Capital Corporation | -10.97% | 10.74% | 47.30% | 28.22% | -11.37% | 48.31% | -19.54% | 36.88% | -8.27% | 16.62% |
UTF Cohen & Steers Infrastructure Fund, Inc | 17.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between MAIN and UTF is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2007 | 0.33 |
The correlation between MAIN and UTF shifts across timeframes, from 0.20 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MAIN:
$4.72B
UTF:
$2.65B
MAIN:
$5.22
UTF:
$6.79
MAIN:
9.97
UTF:
4.03
MAIN:
1.14
UTF:
0.03
MAIN:
6.63
UTF:
6.85
MAIN:
1.52
UTF:
0.93
MAIN:
$704.17M
UTF:
$387.16M
MAIN:
$499.08M
UTF:
$388.42M
MAIN:
$396.90M
UTF:
$765.72M
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Return for Risk
MAIN vs. UTF — Risk / Return Rank
MAIN
UTF
MAIN vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Main Street Capital Corporation (MAIN) 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.
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.
| MAIN | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.20 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.37 | -1.54 |
| Martin ratioReturn relative to average drawdown | -0.35 | 2.79 | -3.14 |
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Drawdowns
MAIN vs. UTF - Drawdown Comparison
The maximum MAIN drawdown since its inception was -64.53%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for MAIN and UTF.
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Drawdown Indicators
| MAIN | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.53% | -72.62% | +8.09% |
Max Drawdown (1Y)Largest decline over 1 year | -22.43% | -10.33% | -12.10% |
Max Drawdown (3Y)Largest decline over 3 years | -22.43% | -21.06% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -30.28% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -64.53% | -52.53% | -12.00% |
Current DrawdownCurrent decline from peak | -18.28% | 0.00% | -18.28% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.36% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.18% | 5.05% | +6.13% |
Volatility
MAIN vs. UTF - Volatility Comparison
Main Street Capital Corporation (MAIN) has a higher volatility of 5.82% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.43%. This indicates that MAIN'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
| MAIN | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 2.43% | +3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 20.12% | 8.40% | +11.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.84% | 12.40% | +12.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 18.33% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.30% | 23.34% | +3.96% |
Dividends
MAIN vs. UTF - Dividend Comparison
MAIN's dividend yield for the trailing twelve months is around 8.25%, more than UTF's 6.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAIN Main Street Capital Corporation | 8.25% | 7.00% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.49% | 7.42% | 9.15% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.87% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
MAIN vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Main Street Capital Corporation 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
MAIN and UTF have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAIN has higher volatility (5.82%) compared to UTF (2.43%). In terms of maximum drawdown, MAIN dropped -64.53% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.14 vs -0.16), 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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