Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNS (Cohen & Steers, Inc.) | 19.46% | 0.78% | 11.94% | 3.18% | 12.21% | 12.83% | 11.70% | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNS (Cohen & Steers, Inc.) | 08/13/2004 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.63 | 0.78 | 11.94 | 3.18 | 12.21 | 12.83 | 11.70 | … | … | 19.46 | -29.77 | 25.53 | 21.84 | -28.00 | 28.41 | 22.65 | 99.24 | -19.51 | 50.83 | 17.38 | -23.65 | 13.15 | 42.44 | 15.45 | 17.03 | 30.72 | 110.83 | -61.89 | -22.75 | 119.91 | 19.02 | 26.93 |
| Sharpe Ratio | NA | -0.35 | 0.31 | 0.00 | 0.31 | NA | NA | … | … | 1.37 | -1.07 | 0.71 | 0.59 | -0.91 | 1.09 | 0.34 | 4.44 | -0.92 | 2.75 | 0.63 | -0.94 | 0.52 | 1.45 | 0.55 | 0.37 | 0.83 | 1.98 | -0.79 | -0.54 | 3.37 | 0.47 | 3.02 |
| Standard Deviation(%) | NA | 26.30 | 30.26 | 29.83 | 33.03 | NA | NA | … | … | 24.44 | 30.68 | 30.75 | 31.00 | 32.32 | 26.01 | 66.42 | 22.01 | 22.78 | 18.35 | 27.05 | 25.25 | 25.20 | 29.18 | 27.97 | 46.26 | 36.74 | 55.82 | 79.82 | 48.36 | 34.72 | 35.78 | 27.97 |
| Draw Down(%) | NA | 23.32 | 42.59 | 46.25 | 55.06 | NA | NA | … | … | 12.82 | 33.92 | 15.08 | 32.84 | 39.04 | 14.44 | 55.06 | 7.26 | 22.95 | 11.27 | 22.10 | 42.14 | 15.01 | 26.87 | 27.78 | 38.25 | 32.76 | 36.15 | 75.58 | 50.78 | 18.03 | 25.92 | 14.62 |
| Yield(%) | 0.00 | 3.41 | 4.21 | 3.32 | 6.71 | 8.88 | 8.98 | … | … | 2.11 | 2.71 | 3.10 | 3.45 | 2.41 | 3.64 | 3.43 | 9.23 | 3.05 | 7.06 | 5.85 | 4.12 | 5.60 | 7.08 | 8.79 | 7.37 | 12.20 | 2.15 | 3.17 | 3.02 | 3.00 | 4.34 | 1.85 |
Data as of 06/04/2026, Common starting date is 08/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNS (Cohen & Steers, Inc.) |
-23.99%
Feb 2006 – Feb 2009 |
-3.80%
May 2007 – May 2012 |
3.08%
Jan 2007 – Jan 2017 |
9.41%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNS (Cohen & Steers, Inc.) |
65.04%
Feb 2009 – Feb 2012 |
43.67%
Feb 2009 – Feb 2014 |
25.53%
Feb 2009 – Feb 2019 |
22.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart