UTF vs. D
UTF (Cohen & Steers Infrastructure Fund, Inc) and D (Dominion Energy, Inc.) are both stocks. UTF operates in Asset Management (Financial Services), while D operates in Utilities - Diversified (Utilities). Over the past 10 years, UTF returned 11.45%/yr vs 3.25%/yr for D. At a 0.46 correlation, their price movements are largely independent.
Performance
UTF vs. D - Performance Comparison
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Returns By Period
In the year-to-date period, UTF achieves a 15.84% return, which is significantly higher than D's 14.15% return. Over the past 10 years, UTF has outperformed D with an annualized return of 11.45%, while D has yielded a comparatively lower 3.25% annualized return.
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%
D
- 1D
- -2.06%
- 1M
- 6.92%
- YTD
- 14.15%
- 6M
- 14.44%
- 1Y
- 22.67%
- 3Y*
- 12.57%
- 5Y*
- 1.37%
- 10Y*
- 3.25%
UTF vs. D - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
D Dominion Energy, Inc. | 14.15% | 13.96% | 20.43% | -19.13% | -19.12% | 8.12% | -5.35% | 21.50% | -7.59% | 9.91% |
Correlation
The correlation between UTF and D is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.46 |
Fundamentals
UTF:
$6.79
D:
$3.67
UTF:
3.99
D:
17.84
UTF:
0.03
D:
0.96
UTF:
6.78
D:
2.41
UTF:
$387.16M
D:
$17.45B
UTF:
$388.42M
D:
$6.03B
UTF:
$765.72M
D:
$7.08B
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Return for Risk
UTF vs. D — Risk / Return Rank
UTF
D
UTF vs. D - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Dominion Energy, Inc. (D). 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.
| UTF | D | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.33 | -1.11 |
| Martin ratioReturn relative to average drawdown | 2.49 | 6.33 | -3.85 |
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
| UTF | D | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.09 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.06 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.14 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.49 | -0.04 |
Drawdowns
UTF vs. D - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than D's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for UTF and D.
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Drawdown Indicators
| UTF | D | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.62% | -52.20% | -20.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -9.77% | -0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -26.41% | +5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -52.20% | +21.92% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -52.20% | -0.33% |
Current DrawdownCurrent decline from peak | -0.62% | -9.67% | +9.05% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -9.58% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 3.59% | +1.46% |
Volatility
UTF vs. D - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 2.67%, while Dominion Energy, Inc. (D) has a volatility of 11.14%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than D based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTF | D | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 11.14% | -8.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 16.66% | -8.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 20.90% | -8.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 22.85% | -4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.36% | 23.73% | -0.37% |
Dividends
UTF vs. D - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 6.90%, more than D's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
D Dominion Energy, Inc. | 4.08% | 4.56% | 4.96% | 5.68% | 4.35% | 3.21% | 4.59% | 4.43% | 4.67% | 3.74% | 3.66% | 3.83% |
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
UTF vs. D - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and Dominion Energy, 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
UTF and D have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
D has higher volatility (11.14%) compared to UTF (2.67%). In terms of maximum drawdown, UTF dropped -72.62% vs D's -52.20%.
D currently has the higher Sharpe Ratio (1.09 vs 1.02), 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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