Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDIX (COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I) | 11.92% | 12.82% | 11.46% | 2.59% | 6.34% | 8.31% | 7.03% | … | … |
Data as of 06/04/2026, Common starting date is 09/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDIX (COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I) | 09/21/1998 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 12.82 | 11.46 | 2.59 | 6.34 | 8.31 | 7.03 | … | … | 11.92 | 4.32 | 6.73 | 13.18 | -29.27 | 37.86 | -4.18 | 31.49 | -4.29 | 8.09 | 8.00 | 7.62 | 32.48 | 4.72 | 17.49 | 6.44 | 27.15 | 37.81 | -35.89 | -19.96 | 30.39 | 7.00 | 24.72 | 29.44 | -2.20 | 11.47 | 22.08 | -5.21 | 2.20 |
| Sharpe Ratio | NA | 0.77 | 0.56 | 0.03 | 0.22 | NA | NA | … | … | 1.97 | 0.09 | 0.20 | 0.49 | -1.23 | 2.45 | -0.10 | 2.45 | -0.35 | 0.78 | 0.47 | 0.46 | 2.89 | 0.30 | 1.31 | 0.22 | 1.02 | 0.59 | -0.53 | -1.02 | 2.21 | 0.34 | 1.44 | 2.69 | -0.24 | 0.90 | 1.70 | -0.95 | 0.31 |
| Standard Deviation(%) | NA | 13.02 | 16.24 | 18.73 | 21.06 | NA | NA | … | … | 14.48 | 16.43 | 15.47 | 19.78 | 25.00 | 15.46 | 44.01 | 12.23 | 16.22 | 9.58 | 16.65 | 16.67 | 11.24 | 15.38 | 13.48 | 29.16 | 26.51 | 63.42 | 69.96 | 22.68 | 12.25 | 13.75 | 16.47 | 10.67 | 13.76 | 10.15 | 10.48 | 9.02 | 16.00 |
| Draw Down(%) | NA | 7.91 | 17.23 | 35.17 | 42.67 | NA | NA | … | … | 7.91 | 13.69 | 11.53 | 19.44 | 34.47 | 7.34 | 42.67 | 4.76 | 12.88 | 5.62 | 13.40 | 13.19 | 6.76 | 17.09 | 9.14 | 23.44 | 17.94 | 42.10 | 61.68 | 28.38 | 9.20 | 10.39 | 17.20 | 6.47 | 18.30 | 11.79 | 7.67 | 17.84 | 11.60 |
| Yield(%) | 0.00 | 3.01 | 3.26 | 2.42 | 3.94 | 6.28 | 5.36 | … | … | 0.00 | 3.78 | 2.86 | 3.20 | 2.23 | 2.28 | 2.90 | 9.21 | 3.35 | 2.65 | 6.05 | 18.97 | 9.27 | 6.28 | 2.17 | 2.08 | 2.75 | 4.06 | 3.65 | 13.67 | 18.53 | 18.15 | 5.85 | 1.64 | 0.00 | 1.77 | 1.91 | 7.23 | 4.19 |
Data as of 06/04/2026, Common starting date is 09/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDIX (COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I) |
-25.73%
Feb 2006 – Feb 2009 |
-11.05%
Feb 2004 – Feb 2009 |
0.14%
Feb 1999 – Feb 2009 |
6.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDIX (COHEN & STEERS REAL ESTATE SECURITIES FUND CLASS I) |
44.00%
Mar 2009 – Mar 2012 |
30.47%
Feb 2009 – Feb 2014 |
19.99%
Feb 2009 – Feb 2019 |
14.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart