Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CREFX (Cohen & Steers Real Estate Securities Fu) | 11.86% | 12.83% | 11.54% | 4.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREFX (Cohen & Steers Real Estate Securities Fu) | 04/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 12.83 | 11.54 | 4.12 | NA | NA | NA | … | … | 11.86 | 1.42 | 6.81 | 13.33 | -26.26 | 42.10 | -1.63 | 31.64 | -4.21 | 6.09 |
| Sharpe Ratio | NA | 0.77 | 0.56 | 0.11 | NA | NA | NA | … | … | 1.97 | -0.09 | 0.21 | 0.49 | -1.12 | 2.83 | -0.04 | 2.47 | -0.35 | 0.82 |
| Standard Deviation(%) | NA | 13.08 | 16.27 | 18.61 | NA | NA | NA | … | … | 14.46 | 16.64 | 15.50 | 19.74 | 24.89 | 14.86 | 43.96 | 12.23 | 16.21 | 9.23 |
| Draw Down(%) | NA | 7.91 | 17.17 | 33.05 | NA | NA | NA | … | … | 7.91 | 13.62 | 11.54 | 19.40 | 33.05 | 7.32 | 42.71 | 4.68 | 12.88 | 4.27 |
| Yield(%) | 0.00 | 3.07 | 3.35 | 3.83 | 4.59 | 3.06 | 2.29 | … | … | 0.00 | 3.87 | 2.94 | 3.28 | 5.38 | 6.41 | 5.14 | 9.32 | 3.42 | 1.97 |
Data as of 06/04/2026, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREFX (Cohen & Steers Real Estate Securities Fu) |
-3.72%
Dec 2021 – Dec 2024 |
3.98%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREFX (Cohen & Steers Real Estate Securities Fu) |
22.55%
Dec 2018 – Dec 2021 |
11.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart