PGROX vs. CSUAX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. 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
PGROX vs. CSUAX - Performance Comparison
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PGROX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | -6.54% | 13.46% | 7.88% | 22.40% | -17.75% | 23.85% | 24.43% | 34.92% | -8.66% | 27.05% |
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, PGROX achieves a -6.54% return, which is significantly lower than CSUAX's 9.35% return. Over the past 10 years, PGROX has outperformed CSUAX with an annualized return of 11.17%, while CSUAX has yielded a comparatively lower 7.58% annualized return.
PGROX
- 1D
- 3.08%
- 1M
- -5.66%
- YTD
- -6.54%
- 6M
- -5.12%
- 1Y
- 9.20%
- 3Y*
- 8.88%
- 5Y*
- 6.33%
- 10Y*
- 11.17%
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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PGROX vs. CSUAX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
PGROX vs. CSUAX — Risk / Return Rank
PGROX
CSUAX
PGROX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) 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.
| PGROX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.68 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.23 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.45 | -1.60 |
Martin ratioReturn relative to average drawdown | 3.20 | 10.62 | -7.42 |
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
| PGROX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.68 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.62 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.51 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between PGROX and CSUAX is 0.70, 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
PGROX vs. CSUAX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, more than CSUAX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 18.96% | 17.72% | 11.89% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 13.96% | 13.45% | 8.19% | 8.46% |
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
PGROX vs. CSUAX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for PGROX and CSUAX.
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Drawdown Indicators
| PGROX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -52.20% | +4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -7.98% | -3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -20.45% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -35.05% | +4.88% |
Current DrawdownCurrent decline from peak | -8.79% | -3.50% | -5.29% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -8.49% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 1.84% | +1.28% |
Volatility
PGROX vs. CSUAX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 5.73% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.44%. This indicates that PGROX'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
| PGROX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 3.44% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 6.89% | +2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 11.49% | +6.09% |
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% |