PISHX vs. CSUAX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. 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
PISHX vs. CSUAX - Performance Comparison
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PISHX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.14% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 12.95% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than CSUAX's 8.35% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
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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PISHX vs. CSUAX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
PISHX vs. CSUAX — Risk / Return Rank
PISHX
CSUAX
PISHX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) 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.
| PISHX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 1.63 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.66 | 2.17 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.32 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.36 | -0.43 |
Martin ratioReturn relative to average drawdown | 8.68 | 10.32 | -1.64 |
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
| PISHX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.63 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.61 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.55 | +0.22 |
Correlation
The correlation between PISHX and CSUAX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PISHX vs. CSUAX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.12% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PISHX vs. CSUAX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for PISHX and CSUAX.
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Drawdown Indicators
| PISHX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -52.20% | +25.08% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -7.98% | +4.52% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -20.45% | +1.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.05% | — |
Current DrawdownCurrent decline from peak | -2.83% | -4.38% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -8.49% | +4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.83% | -1.06% |
Volatility
PISHX vs. CSUAX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.22%, while Cohen & Steers Global Infrastructure Fund Class A (CSUAX) has a volatility of 3.26%. This indicates that PISHX experiences smaller price fluctuations and is considered to be less risky 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
| PISHX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 3.26% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 6.89% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 11.48% | -8.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 12.89% | -8.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 14.89% | -7.46% |