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CSRIX: Cohen & Steers Instl Realty Shares (MUTUAL FUND)
Basic Info 49.25 0.55(1.13%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/28/2000 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 4.74% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.4 | 14.2 | 47.4 | 13.8 | 9.3 | 9.7 | 8.1 | 10.7 | -2.6 | 33.0 | -4.0 | 7.3 | 5.9 | 5.2 | 30.2 | 3.5 | 15.9 | 6.2 | 27.6 | 32.7 | -34.4 | -18.7 | 37.1 | 14.7 | 35.8 | 30.3 | -5.0 | 1.5 | 24.8 |
| SR | NA | 3.77 | 1.93 | 0.52 | 0.39 | 0.47 | NA | 0.35 | -0.07 | 2.54 | -0.33 | 0.7 | 0.34 | 0.3 | 2.68 | 0.22 | 1.17 | 0.21 | 1.02 | 0.5 | -0.48 | -0.84 | 2.33 | 0.82 | 2.03 | 2.3 | -0.41 | -0.07 | 2.18 |
| DD(%) | NA | 5.4 | 10.9 | 41.4 | 41.4 | 41.4 | NA | 72.4 | 41.4 | 5.5 | 12.8 | 5.7 | 13.9 | 15.3 | 7.1 | 17.2 | 9.5 | 23.9 | 17.9 | 42.1 | 61.7 | 29.7 | 9.2 | 10.9 | 17.0 | 7.2 | 20.8 | 12.6 | 9.0 |
| SD(%) | NA | 15.5 | 22.2 | 27.0 | 22.5 | 20.7 | NA | 28.1 | 42.2 | 12.4 | 16.1 | 9.5 | 16.9 | 17.1 | 11.3 | 15.5 | 13.6 | 29.6 | 27.1 | 65.2 | 73.1 | 26.0 | 14.6 | 15.4 | 17.2 | 12.9 | 15.1 | 11.1 | 11.8 |
| TR | NA | 0.58 | 0.44 | 0.14 | 0.09 | 0.1 | NA | 0.1 | -0.03 | 0.31 | -0.05 | 0.22 | 0.06 | 0.05 | 0.31 | 0.03 | 0.16 | 0.06 | 0.28 | 0.33 | -0.36 | -0.22 | 0.34 | 0.13 | 0.36 | 0.3 | -0.06 | -0.01 | 0.26 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | -0.01 | -0.03 | -0.04 | -0.01 |
| Beta(%) | NA | 1.01 | 0.97 | 0.98 | 0.97 | 0.98 | NA | 0.98 | 0.97 | 1.0 | 0.99 | 0.31 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.98 | 1.01 | 1.0 | 0.98 | 0.96 | 0.99 | 0.95 | 0.99 | 0.98 |
| RS | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 0.99 | 0.97 | 0.99 | 0.35 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.97 | 0.78 | 0.88 | 0.87 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2000
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- BREFX (Baron Real Estate Retail) 1.18% (100%)
- LREIX (Lazard U.S. Realty Equity Instl) (98%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) 1.27% (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) 1.13% (95%)
- DNREX (Dunham Real Estate Stock N) 0.10% (94%)
- CSDIX (Cohen & Steers Realty Income I) 1.21% (93%)
- PJEZX (Prudential US Real Estate Z) 1.56% (93%)
- NBRFX (Neuberger Berman Real Estate Tr) 1.27% (91%)
- CSRSX (Cohen & Steers Realty Shares) 1.15% (88%)
- PIREX (Principal Real Estate Securities Inst) 1.39% (86%)
Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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