UTF vs. USA
UTF (Cohen & Steers Infrastructure Fund, Inc) and USA (Liberty All-Star Equity Fund) 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 12.12%/yr for USA. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
UTF vs. USA - 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 USA's -2.46% return. Over the past 10 years, UTF has underperformed USA with an annualized return of 11.45%, while USA has yielded a comparatively higher 12.12% 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%
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 vs. USA - 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% |
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% |
Correlation
The correlation between UTF and USA 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 UTF and USA shifts across timeframes, from 0.31 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UTF:
$2.62B
USA:
$1.75B
UTF:
$6.79
USA:
$1.42
UTF:
3.99
USA:
4.09
UTF:
6.78
USA:
4.86
UTF:
0.92
USA:
0.85
UTF:
$387.16M
USA:
$355.74M
UTF:
$388.42M
USA:
$329.90M
UTF:
$765.72M
USA:
$305.11M
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Return for Risk
UTF vs. USA — Risk / Return Rank
UTF
USA
UTF vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Liberty All-Star Equity Fund (USA). 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 | USA | 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 | 1.18 | 0.96 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.27 | +1.48 |
| Martin ratioReturn relative to average drawdown | 2.49 | -0.64 | +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
| UTF | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.30 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.08 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.34 | +0.12 |
Drawdowns
UTF vs. USA - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than USA's maximum drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for UTF and USA.
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Drawdown Indicators
| UTF | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.62% | -69.15% | -3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -15.28% | +4.95% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -17.69% | -3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -34.05% | +3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -52.53% | -47.07% | -5.46% |
Current DrawdownCurrent decline from peak | -0.62% | -7.69% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -11.52% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 6.36% | -1.31% |
Volatility
UTF vs. USA - Volatility Comparison
Cohen & Steers Infrastructure Fund, Inc (UTF) has a higher volatility of 2.67% compared to Liberty All-Star Equity Fund (USA) at 2.25%. This indicates that UTF's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTF | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 2.25% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 10.17% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.38% | 13.45% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.33% | 20.24% | -1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.36% | 22.56% | +0.80% |
Dividends
UTF vs. USA - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 6.90%, less than USA's 11.72% 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
UTF vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and Liberty All-Star Equity Fund. 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 USA 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, UTF dropped -72.62% vs USA's -69.15%.
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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