UTF vs. NXP
UTF (Cohen & Steers Infrastructure Fund, Inc) and NXP (Nuveen Select Tax-Free Income Portfolio) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, UTF returned 11.45%/yr vs 3.13%/yr for NXP. At a 0.16 correlation, their price movements are largely independent.
Performance
UTF vs. NXP - 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 NXP's 1.81% return. Over the past 10 years, UTF has outperformed NXP with an annualized return of 11.45%, while NXP has yielded a comparatively lower 3.13% 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%
NXP
- 1D
- -0.42%
- 1M
- -1.17%
- YTD
- 1.81%
- 6M
- 0.84%
- 1Y
- 4.72%
- 3Y*
- 3.44%
- 5Y*
- -1.16%
- 10Y*
- 3.13%
UTF vs. NXP - 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% |
NXP Nuveen Select Tax-Free Income Portfolio | 1.81% | -2.73% | 6.83% | 10.68% | -9.51% | -7.36% | 12.12% | 20.94% | 0.04% | 9.30% |
Correlation
The correlation between UTF and NXP is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 12, 2004 | 0.16 |
Fundamentals
UTF:
$2.62B
NXP:
$732.77M
UTF:
$6.79
NXP:
$1.60
UTF:
3.99
NXP:
8.81
UTF:
6.78
NXP:
12.09
UTF:
0.92
NXP:
0.99
UTF:
$387.16M
NXP:
$60.63M
UTF:
$388.42M
NXP:
$25.24M
UTF:
$765.72M
NXP:
$28.48M
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Return for Risk
UTF vs. NXP — Risk / Return Rank
UTF
NXP
UTF vs. NXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Nuveen Select Tax-Free Income Portfolio (NXP). 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 | NXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.41 | -0.19 |
| Martin ratioReturn relative to average drawdown | 2.49 | 3.51 | -1.03 |
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 | NXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.64 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.11 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.26 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.27 | +0.18 |
Drawdowns
UTF vs. NXP - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than NXP's maximum drawdown of -27.64%. Use the drawdown chart below to compare losses from any high point for UTF and NXP.
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Drawdown Indicators
| UTF | NXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.62% | -27.64% | -44.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -3.37% | -6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -10.68% | -10.38% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -27.64% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -27.64% | -24.89% |
Current DrawdownCurrent decline from peak | -0.62% | -8.08% | +7.46% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -6.79% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 1.35% | +3.70% |
Volatility
UTF vs. NXP - Volatility Comparison
Cohen & Steers Infrastructure Fund, Inc (UTF) has a higher volatility of 2.67% compared to Nuveen Select Tax-Free Income Portfolio (NXP) at 2.08%. This indicates that UTF's price experiences larger fluctuations and is considered to be riskier than NXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTF | NXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 2.08% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 5.83% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 7.37% | +5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 10.74% | +7.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.36% | 12.07% | +11.29% |
Dividends
UTF vs. NXP - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 6.90%, more than NXP's 4.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXP Nuveen Select Tax-Free Income Portfolio | 4.52% | 4.47% | 4.00% | 3.94% | 3.93% | 3.42% | 3.07% | 3.33% | 3.88% | 3.79% | 3.96% | 3.99% |
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. NXP - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and Nuveen Select Tax-Free Income Portfolio. 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 NXP have a correlation of 0.13, 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 NXP (2.08%). In terms of maximum drawdown, UTF dropped -72.62% vs NXP's -27.64%.
UTF currently has the higher Sharpe Ratio (1.02 vs 0.64), 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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