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CSRIX: Cohen & Steers Instl Realty Shares (MUTUAL FUND)
Basic Info 55.49 0.11(0.20%) September 16
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 02/28/2000 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 1.51% |
| Expenses | 0.75% |
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Performance Analytics (As of 09/10/2021)
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(%) | -0.2 | 28.7 | 33.3 | 15.2 | 11.1 | 12.2 | 7.9 | 11.1 | -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 | 2.86 | 2.18 | 0.52 | 0.44 | 0.59 | NA | 0.36 | -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 | 8.5 | 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 | 14.6 | 16.8 | 27.2 | 22.5 | 19.8 | NA | 28.0 | 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 | 0.44 | 0.38 | 0.15 | 0.1 | 0.12 | 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 | 0.96 | 0.96 | 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 | 0.94 | 0.96 | 0.99 | 0.98 | 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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Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (Fidelity Real Estate Investment) 0.14% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.04% (92%)
- CGMRX (CGM Realty) 0.69% (89%)
- FARCX (Nuveen Real Estate Secs I) 0.13% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.0% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.17% (87%)
- CRARX (ING Real Estate Instl) 0.19% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.07% (85%)
- MRESX (Managers Real Estate Securities) 0.23% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.24% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 0.17% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.05% (96%)
- PSR (PowerShares Active US Real Estate ETF) 0.13% (94%)
- FRI (First Trust S&P REIT ETF) 0.24% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.03% (93%)
- REZ (iShares Residential Rel Est Capped) 0.06% (92%)
- SCHH (Schwab US REIT ETF) 0.15% (20%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.25% (18%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.10% (17%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.19% (16%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.50% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 1.68% (99%)
- RFI (Cohen & Steers Total Return) 1.73% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.0% (98%)
- JRS (Nuveen Real Estate Income) 0.0% (97%)
- PGZ (Principal Real Estate Income Fund) 1.02% (95%)
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