NALFX vs. CSUAX
Compare and contrast key facts about New Alternatives Fund (NALFX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
NALFX is managed by New Alternatives. It was launched on Sep 2, 1982. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
NALFX vs. CSUAX - Performance Comparison
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NALFX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 8.31% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 9.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, NALFX achieves a 8.31% return, which is significantly lower than CSUAX's 9.35% return. Over the past 10 years, NALFX has outperformed CSUAX with an annualized return of 10.36%, while CSUAX has yielded a comparatively lower 7.58% annualized return.
NALFX
- 1D
- 2.50%
- 1M
- -2.56%
- YTD
- 8.31%
- 6M
- 10.62%
- 1Y
- 31.32%
- 3Y*
- 6.67%
- 5Y*
- 0.93%
- 10Y*
- 10.36%
CSUAX
- 1D
- 0.92%
- 1M
- -3.22%
- YTD
- 9.35%
- 6M
- 9.96%
- 1Y
- 18.42%
- 3Y*
- 11.11%
- 5Y*
- 7.91%
- 10Y*
- 7.58%
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NALFX vs. CSUAX - Expense Ratio Comparison
NALFX has a 0.89% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
NALFX vs. CSUAX — Risk / Return Rank
NALFX
CSUAX
NALFX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Alternatives Fund (NALFX) 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.
| NALFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 1.68 | +0.26 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.23 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.33 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.45 | +0.43 |
Martin ratioReturn relative to average drawdown | 11.04 | 10.62 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NALFX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.68 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.62 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.51 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.55 | -0.14 |
Correlation
The correlation between NALFX and CSUAX is 0.71, 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
NALFX vs. CSUAX - Dividend Comparison
NALFX's dividend yield for the trailing twelve months is around 1.08%, less than CSUAX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NALFX New Alternatives Fund | 1.08% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.39% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
NALFX vs. CSUAX - Drawdown Comparison
The maximum NALFX drawdown since its inception was -59.67%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for NALFX and CSUAX.
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Drawdown Indicators
| NALFX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.67% | -52.20% | -7.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -7.98% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -38.03% | -20.45% | -17.58% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -35.05% | -7.30% |
Current DrawdownCurrent decline from peak | -7.33% | -3.50% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -8.49% | -6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.84% | +0.92% |
Volatility
NALFX vs. CSUAX - Volatility Comparison
New Alternatives Fund (NALFX) has a higher volatility of 7.09% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.44%. This indicates that NALFX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NALFX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 3.44% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 6.89% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 11.49% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 12.89% | +4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 14.89% | +3.03% |