WAGSX vs. CSUAX
Compare and contrast key facts about Wasatch Global Select Fund (WAGSX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
WAGSX is managed by Wasatch. It was launched on Sep 30, 2019. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
WAGSX vs. CSUAX - Performance Comparison
Loading graphics...
WAGSX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WAGSX Wasatch Global Select Fund | -10.99% | 1.74% | 0.50% | 27.77% | -33.10% | 7.95% | 34.68% | 9.40% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 2.90% |
Returns By Period
In the year-to-date period, WAGSX achieves a -10.99% return, which is significantly lower than CSUAX's 8.35% return.
WAGSX
- 1D
- -0.64%
- 1M
- -9.59%
- YTD
- -10.99%
- 6M
- -13.80%
- 1Y
- -8.00%
- 3Y*
- 1.97%
- 5Y*
- -2.32%
- 10Y*
- —
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAGSX vs. CSUAX - Expense Ratio Comparison
WAGSX has a 1.35% expense ratio, which is higher than CSUAX's 1.22% expense ratio.
Return for Risk
WAGSX vs. CSUAX — Risk / Return Rank
WAGSX
CSUAX
WAGSX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Global Select Fund (WAGSX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| WAGSX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.50 | 1.63 | -2.13 |
Sortino ratioReturn per unit of downside risk | -0.65 | 2.17 | -2.82 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.32 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.36 | -2.95 |
Martin ratioReturn relative to average drawdown | -1.61 | 10.32 | -11.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WAGSX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.50 | 1.63 | -2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.61 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.55 | -0.39 |
Correlation
The correlation between WAGSX and CSUAX is 0.59, 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.
Dividends
WAGSX vs. CSUAX - Dividend Comparison
WAGSX has not paid dividends to shareholders, while CSUAX's dividend yield for the trailing twelve months is around 7.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAGSX Wasatch Global Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.65% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
WAGSX vs. CSUAX - Drawdown Comparison
The maximum WAGSX drawdown since its inception was -43.62%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for WAGSX and CSUAX.
Loading graphics...
Drawdown Indicators
| WAGSX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.62% | -52.20% | +8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -7.98% | -9.78% |
Max Drawdown (5Y)Largest decline over 5 years | -43.62% | -20.45% | -23.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.05% | — |
Current DrawdownCurrent decline from peak | -28.10% | -4.38% | -23.72% |
Average DrawdownAverage peak-to-trough decline | -17.70% | -8.49% | -9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 1.83% | +4.65% |
Volatility
WAGSX vs. CSUAX - Volatility Comparison
Wasatch Global Select Fund (WAGSX) has a higher volatility of 5.51% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that WAGSX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WAGSX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 3.26% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 6.89% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 11.48% | +5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.46% | 12.89% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 14.89% | +6.26% |