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TOLIX vs. CSUIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TOLIX vs. CSUIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS RREEF Global Infrastructure Fund (TOLIX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). The values are adjusted to include any dividend payments, if applicable.

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TOLIX vs. CSUIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TOLIX
DWS RREEF Global Infrastructure Fund
9.00%12.73%11.98%1.93%-9.26%20.37%-1.90%29.21%-11.05%13.61%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
8.44%14.69%8.74%2.46%-4.89%16.60%-1.29%24.72%-5.52%18.15%

Returns By Period

In the year-to-date period, TOLIX achieves a 9.00% return, which is significantly higher than CSUIX's 8.44% return. Over the past 10 years, TOLIX has underperformed CSUIX with an annualized return of 7.12%, while CSUIX has yielded a comparatively higher 7.83% annualized return.


TOLIX

1D
0.42%
1M
-4.57%
YTD
9.00%
6M
8.46%
1Y
14.76%
3Y*
11.49%
5Y*
7.92%
10Y*
7.12%

CSUIX

1D
0.34%
1M
-4.36%
YTD
8.44%
6M
9.16%
1Y
18.40%
3Y*
11.18%
5Y*
8.17%
10Y*
7.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TOLIX vs. CSUIX - Expense Ratio Comparison

TOLIX has a 1.03% expense ratio, which is higher than CSUIX's 0.86% expense ratio.


Return for Risk

TOLIX vs. CSUIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOLIX
TOLIX Risk / Return Rank: 6868
Overall Rank
TOLIX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
TOLIX Sortino Ratio Rank: 6060
Sortino Ratio Rank
TOLIX Omega Ratio Rank: 5858
Omega Ratio Rank
TOLIX Calmar Ratio Rank: 7777
Calmar Ratio Rank
TOLIX Martin Ratio Rank: 7979
Martin Ratio Rank

CSUIX
CSUIX Risk / Return Rank: 8686
Overall Rank
CSUIX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CSUIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
CSUIX Omega Ratio Rank: 8282
Omega Ratio Rank
CSUIX Calmar Ratio Rank: 8989
Calmar Ratio Rank
CSUIX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TOLIX vs. CSUIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Global Infrastructure Fund (TOLIX) and Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX). 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.


TOLIXCSUIXDifference

Sharpe ratio

Return per unit of total volatility

1.16

1.67

-0.51

Sortino ratio

Return per unit of downside risk

1.57

2.21

-0.64

Omega ratio

Gain probability vs. loss probability

1.23

1.33

-0.10

Calmar ratio

Return relative to maximum drawdown

1.81

2.42

-0.60

Martin ratio

Return relative to average drawdown

7.72

10.58

-2.86

TOLIX vs. CSUIX - Sharpe Ratio Comparison

The current TOLIX Sharpe Ratio is 1.16, which is lower than the CSUIX Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of TOLIX and CSUIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TOLIXCSUIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

1.67

-0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.64

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.53

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.58

-0.13

Correlation

The correlation between TOLIX and CSUIX is 0.92, 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

TOLIX vs. CSUIX - Dividend Comparison

TOLIX's dividend yield for the trailing twelve months is around 10.04%, more than CSUIX's 7.76% yield.


TTM20252024202320222021202020192018201720162015
TOLIX
DWS RREEF Global Infrastructure Fund
10.04%10.99%9.47%2.67%8.92%6.06%1.68%2.00%2.57%2.10%1.34%1.86%
CSUIX
Cohen & Steers Global Infrastructure Fund, Inc.
7.76%8.41%2.58%2.53%3.91%3.25%1.64%1.83%2.45%5.12%2.35%6.52%

Drawdowns

TOLIX vs. CSUIX - Drawdown Comparison

The maximum TOLIX drawdown since its inception was -42.68%, smaller than the maximum CSUIX drawdown of -52.01%. Use the drawdown chart below to compare losses from any high point for TOLIX and CSUIX.


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Drawdown Indicators


TOLIXCSUIXDifference

Max Drawdown

Largest peak-to-trough decline

-42.68%

-52.01%

+9.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.74%

-7.99%

-0.75%

Max Drawdown (5Y)

Largest decline over 5 years

-25.01%

-20.01%

-5.00%

Max Drawdown (10Y)

Largest decline over 10 years

-35.19%

-35.01%

-0.18%

Current Drawdown

Current decline from peak

-4.68%

-4.36%

-0.32%

Average Drawdown

Average peak-to-trough decline

-7.15%

-8.21%

+1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.82%

+0.23%

Volatility

TOLIX vs. CSUIX - Volatility Comparison

DWS RREEF Global Infrastructure Fund (TOLIX) has a higher volatility of 3.72% compared to Cohen & Steers Global Infrastructure Fund, Inc. (CSUIX) at 3.24%. This indicates that TOLIX's price experiences larger fluctuations and is considered to be riskier than CSUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TOLIXCSUIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.72%

3.24%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

6.90%

+0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

13.04%

11.49%

+1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.07%

12.86%

+1.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.87%

14.88%

+0.99%