UTF vs. AB
Compare and contrast key facts about Cohen & Steers Infrastructure Fund, Inc (UTF) and AllianceBernstein Holding L.P. (AB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTF or AB.
Key characteristics
| UTF | AB | |
|---|---|---|
| YTD Return | 29.24% | 28.29% |
| 1Y Return | 38.33% | 49.55% |
| 3Y Return (Ann) | 3.87% | -6.01% |
| 5Y Return (Ann) | 7.19% | 13.40% |
| 10Y Return (Ann) | 9.54% | 12.54% |
| Sharpe Ratio | 2.41 | 2.07 |
| Sortino Ratio | 3.56 | 2.79 |
| Omega Ratio | 1.42 | 1.35 |
| Calmar Ratio | 1.74 | 1.02 |
| Martin Ratio | 14.64 | 17.19 |
| Ulcer Index | 2.62% | 2.71% |
| Daily Std Dev | 15.88% | 22.48% |
| Max Drawdown | -72.62% | -87.65% |
| Current Drawdown | -1.53% | -17.20% |
Fundamentals
| UTF | AB |
|---|
Correlation
The correlation between UTF and AB is 0.37, 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.
Performance
UTF vs. AB - Performance Comparison
The year-to-date returns for both stocks are quite close, with UTF having a 29.24% return and AB slightly lower at 28.29%. Over the past 10 years, UTF has underperformed AB with an annualized return of 9.54%, while AB has yielded a comparatively higher 12.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UTF vs. AB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and AllianceBernstein Holding L.P. (AB). 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.
Dividends
UTF vs. AB - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 7.84%, less than AB's 8.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 7.84% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
AB AllianceBernstein Holding L.P. | 8.17% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% | 7.32% | 7.45% |
Drawdowns
UTF vs. AB - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, smaller than the maximum AB drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for UTF and AB. For additional features, visit the drawdowns tool.
Volatility
UTF vs. AB - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 3.20%, while AllianceBernstein Holding L.P. (AB) has a volatility of 7.95%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than AB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UTF vs. AB - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and AllianceBernstein Holding L.P.. 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