UTF vs. UTG
Compare and contrast key facts about Cohen & Steers Infrastructure Fund, Inc (UTF) and Reaves Utility Income Trust (UTG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTF or UTG.
Key characteristics
| UTF | UTG | |
|---|---|---|
| YTD Return | 25.78% | 33.71% |
| 1Y Return | 29.12% | 40.31% |
| 3Y Return (Ann) | 2.93% | 8.22% |
| 5Y Return (Ann) | 6.57% | 5.78% |
| 10Y Return (Ann) | 9.23% | 9.16% |
| Sharpe Ratio | 2.06 | 3.30 |
| Sortino Ratio | 3.07 | 4.47 |
| Omega Ratio | 1.36 | 1.60 |
| Calmar Ratio | 1.64 | 2.80 |
| Martin Ratio | 12.52 | 17.85 |
| Ulcer Index | 2.64% | 2.58% |
| Daily Std Dev | 16.00% | 13.96% |
| Max Drawdown | -72.62% | -67.72% |
| Current Drawdown | -4.16% | 0.00% |
Fundamentals
| UTF | UTG |
|---|
Correlation
The correlation between UTF and UTG is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UTF vs. UTG - Performance Comparison
In the year-to-date period, UTF achieves a 25.78% return, which is significantly lower than UTG's 33.71% return. Both investments have delivered pretty close results over the past 10 years, with UTF having a 9.23% annualized return and UTG not far behind at 9.16%. 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. UTG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Infrastructure Fund, Inc (UTF) and Reaves Utility Income Trust (UTG). 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. UTG - Dividend Comparison
UTF's dividend yield for the trailing twelve months is around 7.48%, more than UTG's 6.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTF Cohen & Steers Infrastructure Fund, Inc | 7.48% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% | 6.51% | 6.99% |
UTG Reaves Utility Income Trust | 6.77% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.29% | 5.53% | 6.85% |
Drawdowns
UTF vs. UTG - Drawdown Comparison
The maximum UTF drawdown since its inception was -72.62%, which is greater than UTG's maximum drawdown of -67.72%. Use the drawdown chart below to compare losses from any high point for UTF and UTG. For additional features, visit the drawdowns tool.
Volatility
UTF vs. UTG - Volatility Comparison
The current volatility for Cohen & Steers Infrastructure Fund, Inc (UTF) is 3.61%, while Reaves Utility Income Trust (UTG) has a volatility of 4.36%. This indicates that UTF experiences smaller price fluctuations and is considered to be less risky than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UTF vs. UTG - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Infrastructure Fund, Inc and Reaves Utility Income Trust. 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