OWSMX vs. CSUAX
Compare and contrast key facts about Old Westbury Small & Mid Cap Strategies Fund (OWSMX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
OWSMX is managed by Old Westbury. It was launched on Apr 4, 2005. 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
OWSMX vs. CSUAX - Performance Comparison
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OWSMX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OWSMX Old Westbury Small & Mid Cap Strategies Fund | -1.72% | 18.06% | 7.76% | 11.67% | -22.54% | 4.10% | 22.11% | 24.52% | -12.04% | 18.20% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 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, OWSMX achieves a -1.72% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, OWSMX has underperformed CSUAX with an annualized return of 6.82%, while CSUAX has yielded a comparatively higher 7.48% annualized return.
OWSMX
- 1D
- -0.52%
- 1M
- -11.58%
- YTD
- -1.72%
- 6M
- 0.89%
- 1Y
- 17.49%
- 3Y*
- 10.10%
- 5Y*
- 2.03%
- 10Y*
- 6.82%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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OWSMX vs. CSUAX - Expense Ratio Comparison
OWSMX has a 1.10% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
OWSMX vs. CSUAX — Risk / Return Rank
OWSMX
CSUAX
OWSMX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury Small & Mid Cap Strategies Fund (OWSMX) 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.
| OWSMX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.63 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.17 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.36 | -1.06 |
Martin ratioReturn relative to average drawdown | 5.04 | 10.32 | -5.28 |
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
| OWSMX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.63 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.61 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.50 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Correlation
The correlation between OWSMX 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
OWSMX vs. CSUAX - Dividend Comparison
OWSMX's dividend yield for the trailing twelve months is around 8.56%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWSMX Old Westbury Small & Mid Cap Strategies Fund | 8.56% | 8.41% | 3.92% | 0.65% | 0.52% | 6.04% | 3.23% | 4.65% | 12.54% | 7.43% | 6.32% | 10.79% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
OWSMX vs. CSUAX - Drawdown Comparison
The maximum OWSMX drawdown since its inception was -38.35%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for OWSMX and CSUAX.
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Drawdown Indicators
| OWSMX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.35% | -52.20% | +13.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -7.98% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -34.57% | -20.45% | -14.12% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -35.05% | -0.91% |
Current DrawdownCurrent decline from peak | -11.67% | -4.38% | -7.29% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -8.49% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 1.83% | +1.18% |
Volatility
OWSMX vs. CSUAX - Volatility Comparison
Old Westbury Small & Mid Cap Strategies Fund (OWSMX) has a higher volatility of 5.40% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that OWSMX'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
| OWSMX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.26% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 6.89% | +3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 11.48% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 12.89% | +3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 14.89% | +1.43% |