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
CSJCX (Cohen & Steers Realty Shares Fund Class C) 10.53% 9.29% 9.43% 2.86% NA NA NA
Data as of 06/03/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
Name Start Date End Date
CSJCX (Cohen & Steers Realty Shares Fund Class C) 07/03/2019 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
Annualized Return (%) -2.63 9.29 9.43 2.86 NA NA NA 10.53 0.54 5.55 11.65 -25.63 41.28 -6.06 5.85
Sharpe Ratio NA 0.61 0.46 0.06 NA NA NA 2.01 -0.14 0.12 0.40 -1.10 2.76 -0.15 0.90
Standard Deviation(%) NA 13.32 16.41 18.62 NA NA NA 14.87 16.45 15.57 20.02 24.60 14.97 42.37 12.11
Draw Down(%) NA 7.85 17.21 32.78 NA NA NA 7.85 13.41 11.44 20.36 32.15 7.68 41.71 5.83
Yield(%) 0.00 1.58 2.22 2.84 2.55 1.70 1.27 0.00 2.06 1.88 2.82 4.55 4.51 1.64 8.26
Data as of 06/03/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSJCX (Cohen & Steers Realty Shares Fund Class C) -4.30%
Dec 2021 – Dec 2024
3.06%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSJCX (Cohen & Steers Realty Shares Fund Class C) 10.51%
May 2023 – May 2026
9.24%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return