Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSJRX (Cohen & Steers Realty Shares Fund Class R) | 10.61% | 9.70% | 9.93% | 3.30% | 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 |
|---|---|---|
| CSJRX (Cohen & Steers Realty Shares Fund Class R) | 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 (%) | -2.62 | 9.70 | 9.93 | 3.30 | NA | NA | NA | … | … | 10.61 | 2.40 | 6.09 | 12.22 | -25.26 | 41.67 | -5.59 | 6.10 |
| Sharpe Ratio | NA | 0.64 | 0.49 | 0.09 | NA | NA | NA | … | … | 2.03 | -0.03 | 0.16 | 0.43 | -1.09 | 2.78 | -0.14 | 0.94 |
| Standard Deviation(%) | NA | 13.33 | 16.41 | 18.62 | NA | NA | NA | … | … | 14.86 | 16.39 | 15.57 | 20.02 | 24.60 | 15.00 | 42.37 | 12.12 |
| Draw Down(%) | NA | 7.82 | 17.11 | 32.17 | NA | NA | NA | … | … | 7.82 | 13.36 | 11.32 | 20.09 | 31.87 | 7.65 | 41.68 | 5.76 |
| Yield(%) | 0.00 | 1.96 | 2.66 | 3.17 | 2.78 | 1.85 | 1.39 | … | … | 0.00 | 2.59 | 2.22 | 3.31 | 4.94 | 4.72 | 1.97 | 8.29 |
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 |
|---|---|---|---|---|
| CSJRX (Cohen & Steers Realty Shares Fund Class R) |
-3.82%
Dec 2021 – Dec 2024 |
3.53%
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 |
|---|---|---|---|---|
| CSJRX (Cohen & Steers Realty Shares Fund Class R) |
11.02%
May 2023 – May 2026 |
9.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart