NXG vs. CSUAX
NXG (NXG NextGen Infrastructure Income Fund) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both Infrastructure Equities funds. NXG is actively managed, while CSUAX is passively managed. Over the past 3 years, NXG returned 34.01%/yr vs 12.76%/yr for CSUAX. Their 0.39 correlation means their historical movements had little consistent relationship. NXG charges 1.00%/yr vs 1.22%/yr for CSUAX.
Performance
NXG vs. CSUAX - Performance Comparison
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Returns By Period
In the year-to-date period, NXG achieves a 24.12% return, which is significantly higher than CSUAX's 11.88% return.
NXG
- 1D
- 0.05%
- 1M
- -6.35%
- 6M
- 21.95%
- YTD
- 24.12%
- 1Y
- 28.44%
- 3Y*
- 34.01%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 25.55%
CSUAX
- 1D
- -0.19%
- 1M
- -0.42%
- 6M
- 6.17%
- YTD
- 11.88%
- 1Y
- 15.83%
- 3Y*
- 12.76%
- 5Y*
- 7.04%
- 10Y*
- 7.23%
- ALL TIME*
- 9.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $5.86M | $8.25M | $7.00M |
NXG vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NXG NXG NextGen Infrastructure Income Fund | 24.12% | 25.98% | 51.16% | 4.54% | -4.87% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 11.88% | 14.30% | 8.30% | 2.09% | 5.33% |
Correlation
The correlation between NXG and CSUAX is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022 | 0.39 |
The correlation between NXG and CSUAX shifts across timeframes, from 0.20 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NXG vs. CSUAX — Risk / Return Rank
NXG
CSUAX
NXG vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NXG NextGen Infrastructure Income Fund (NXG) 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.
| NXG | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.87 | -1.03 |
| Martin ratioReturn relative to average drawdown | 8.22 | 9.00 | -0.78 |
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Drawdowns
NXG vs. CSUAX - Drawdown Comparison
The maximum NXG drawdown since its inception was -26.14%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for NXG and CSUAX.
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Drawdown Indicators
| NXG | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.14% | -52.20% | +26.06% |
Max Drawdown (1Y)Largest decline over 1 year | -15.55% | -5.99% | -9.56% |
Max Drawdown (3Y)Largest decline over 3 years | -26.14% | -11.83% | -14.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.45% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.05% | — |
Current DrawdownCurrent decline from peak | -8.78% | -2.14% | -6.64% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -8.39% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 1.90% | +2.41% |
Volatility
NXG vs. CSUAX - Volatility Comparison
NXG NextGen Infrastructure Income Fund (NXG) has a higher volatility of 9.18% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 2.51%. This indicates that NXG'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
| NXG | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.18% | 2.51% | +6.67% |
Volatility (6M)Calculated over the trailing 6-month period | 17.89% | 8.16% | +9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 10.14% | +11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.02% | 13.00% | +14.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.02% | 14.88% | +12.14% |
NXG vs. CSUAX - Expense Ratio Comparison
NXG has a 1.00% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
NXG vs. CSUAX - Dividend Comparison
NXG's dividend yield for the trailing twelve months is around 10.36%, more than CSUAX's 7.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.64% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
NXG NXG NextGen Infrastructure Income Fund | 10.36% | 12.83% | 14.15% | 12.00% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NXG and CSUAX 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.
NXG has higher volatility (9.18%) compared to CSUAX (2.51%). In terms of maximum drawdown, NXG dropped -26.14% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.70 vs 1.35), 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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