Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSFZX (Cohen & Steers Global Realty Shares) 6.42% 10.95% 8.81% 1.32% 5.10% NA NA
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
Name Start Date End Date
CSFZX (Cohen & Steers Global Realty Shares) 10/02/2014 06/03/2026
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 (%) -2.86 10.95 8.81 1.32 5.10 NA NA 6.42 7.13 0.89 10.80 -25.03 26.79 -2.32 24.97 -3.86 12.96 3.75 2.56 8.41
Sharpe Ratio NA 0.93 0.51 -0.03 0.22 NA NA 1.50 0.30 -0.42 0.40 -1.26 2.20 -0.07 2.59 -0.45 1.71 0.24 0.19 3.83
Standard Deviation(%) NA 11.49 14.30 15.89 17.21 NA NA 13.21 14.56 13.46 16.69 21.03 12.18 35.41 9.11 11.59 7.24 14.85 13.47 10.14
Draw Down(%) NA 10.05 18.15 32.68 40.47 NA NA 10.05 12.33 12.72 19.43 32.68 7.29 40.47 3.87 8.98 4.68 12.52 12.96 2.36
Yield(%) 0.00 3.54 3.29 2.72 4.13 3.34 2.51 0.00 3.78 2.78 3.11 2.26 4.32 2.35 10.23 3.68 3.07 6.77 2.66 0.80
Data as of 06/03/2026, 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
CSFZX (Cohen & Steers Global Realty Shares) -5.72%
Dec 2021 – Dec 2024
0.75%
Dec 2019 – Dec 2024
3.83%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSFZX (Cohen & Steers Global Realty Shares) 15.67%
Dec 2018 – Dec 2021
10.94%
Dec 2016 – Dec 2021
6.55%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return