Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIRRX (Cohen & Steers Real Estate Securitie) | 11.80% | 12.47% | 11.05% | 3.63% | 6.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIRRX (Cohen & Steers Real Estate Securitie) | 10/02/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 12.47 | 11.05 | 3.63 | 6.93 | NA | NA | … | … | 11.80 | 1.30 | 6.31 | 12.68 | -26.61 | 41.40 | -2.15 | 31.07 | -4.74 | 7.63 | 7.62 | 7.15 | 15.88 |
| Sharpe Ratio | NA | 0.74 | 0.53 | 0.09 | 0.25 | NA | NA | … | … | 1.96 | -0.10 | 0.17 | 0.46 | -1.13 | 2.78 | -0.05 | 2.43 | -0.38 | 0.73 | 0.45 | 0.42 | 6.77 |
| Standard Deviation(%) | NA | 13.05 | 16.27 | 18.62 | 21.02 | NA | NA | … | … | 14.45 | 16.58 | 15.50 | 19.83 | 24.90 | 14.86 | 44.02 | 12.19 | 16.27 | 9.60 | 16.61 | 16.77 | 12.11 |
| Draw Down(%) | NA | 7.96 | 17.37 | 33.31 | 42.71 | NA | NA | … | … | 7.96 | 13.68 | 11.62 | 19.68 | 33.31 | 7.37 | 42.71 | 4.74 | 12.92 | 5.64 | 13.51 | 13.43 | 2.30 |
| Yield(%) | 0.00 | 2.71 | 2.85 | 3.42 | 4.64 | 4.84 | 3.63 | … | … | 0.00 | 3.36 | 2.43 | 2.79 | 4.99 | 5.84 | 4.71 | 8.77 | 2.96 | 2.26 | 5.66 | 18.74 | 5.06 |
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRRX (Cohen & Steers Real Estate Securitie) |
-4.20%
Dec 2021 – Dec 2024 |
2.12%
Mar 2015 – Mar 2020 |
5.99%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRRX (Cohen & Steers Real Estate Securitie) |
21.95%
Dec 2018 – Dec 2021 |
13.21%
Dec 2016 – Dec 2021 |
7.78%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart