USA vs. UTF
USA (Liberty All-Star Equity Fund) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, USA returned 12.12%/yr vs 11.45%/yr for UTF. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
USA vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, USA achieves a -2.46% return, which is significantly lower than UTF's 15.84% return. Over the past 10 years, USA has outperformed UTF with an annualized return of 12.12%, while UTF has yielded a comparatively lower 11.45% annualized return.
USA
- 1D
- 0.52%
- 1M
- -0.34%
- YTD
- -2.46%
- 6M
- -0.07%
- 1Y
- -4.04%
- 3Y*
- 8.72%
- 5Y*
- 1.63%
- 10Y*
- 12.12%
UTF
- 1D
- -0.22%
- 1M
- 0.98%
- YTD
- 15.84%
- 6M
- 18.47%
- 1Y
- 12.54%
- 3Y*
- 16.15%
- 5Y*
- 6.54%
- 10Y*
- 11.45%
USA vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | -2.46% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
UTF Cohen & Steers Infrastructure Fund, Inc | 15.84% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between USA and UTF is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.50 |
The correlation between USA and UTF shifts across timeframes, from 0.31 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
Fundamentals
USA:
$1.75B
UTF:
$2.62B
USA:
$1.42
UTF:
$6.79
USA:
4.09
UTF:
3.99
USA:
4.86
UTF:
6.78
USA:
0.85
UTF:
0.92
USA:
$355.74M
UTF:
$387.16M
USA:
$329.90M
UTF:
$388.42M
USA:
$305.11M
UTF:
$765.72M
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Return for Risk
USA vs. UTF — Risk / Return Rank
USA
UTF
USA vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
| USA | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.18 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.22 | -1.48 |
| Martin ratioReturn relative to average drawdown | -0.64 | 2.49 | -3.12 |
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
| USA | UTF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.30 | 1.02 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.36 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.49 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.45 | -0.12 |
Drawdowns
USA vs. UTF - Drawdown Comparison
The maximum USA drawdown since its inception was -69.15%, roughly equal to the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for USA and UTF.
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Drawdown Indicators
| USA | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.15% | -72.62% | +3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -10.33% | -4.95% |
Max Drawdown (3Y)Largest decline over 3 years | -17.69% | -21.06% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -34.05% | -30.28% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -47.07% | -52.53% | +5.46% |
Current DrawdownCurrent decline from peak | -7.69% | -0.62% | -7.07% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -10.37% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 5.05% | +1.31% |
Volatility
USA vs. UTF - Volatility Comparison
The current volatility for Liberty All-Star Equity Fund (USA) is 2.25%, while Cohen & Steers Infrastructure Fund, Inc (UTF) has a volatility of 2.67%. This indicates that USA experiences smaller price fluctuations and is considered to be less risky than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USA | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.25% | 2.67% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 8.39% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.45% | 12.38% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.24% | 18.33% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.56% | 23.36% | -0.80% |
Dividends
USA vs. UTF - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 11.72%, more than UTF's 6.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 11.72% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.90% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
USA vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between Liberty All-Star Equity Fund and Cohen & Steers Infrastructure Fund, Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
USA and UTF have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTF has higher volatility (2.67%) compared to USA (2.25%). In terms of maximum drawdown, USA dropped -69.15% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.02 vs -0.30), 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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