Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSJZX (Cohen & Steers Realty Shares Fund Class Z) | 12.97% | 12.09% | 11.18% | 4.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSJZX (Cohen & Steers Realty Shares Fund Class Z) | 07/03/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 12.09 | 11.18 | 4.21 | NA | NA | NA | … | … | 12.97 | 2.92 | 6.62 | 12.79 | -24.89 | 42.37 | -5.11 | 6.35 |
| Sharpe Ratio | NA | 0.67 | 0.53 | 0.11 | NA | NA | NA | … | … | 2.05 | 0.00 | 0.19 | 0.46 | -1.07 | 2.82 | -0.13 | 0.99 |
| Standard Deviation(%) | NA | 13.31 | 16.41 | 18.62 | NA | NA | NA | … | … | 14.84 | 16.39 | 15.57 | 20.02 | 24.61 | 15.00 | 42.37 | 12.12 |
| Draw Down(%) | NA | 7.77 | 17.00 | 31.61 | NA | NA | NA | … | … | 7.77 | 13.33 | 11.21 | 19.78 | 31.61 | 7.63 | 41.66 | 5.70 |
| Yield(%) | 0.00 | 2.31 | 3.21 | 3.62 | 3.10 | 2.07 | 1.55 | … | … | 0.00 | 3.08 | 2.90 | 3.83 | 5.35 | 5.29 | 2.41 | 8.47 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CSJZX (Cohen & Steers Realty Shares Fund Class Z) |
-3.33%
Dec 2021 – Dec 2024 |
4.05%
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 |
|---|---|---|---|---|
| CSJZX (Cohen & Steers Realty Shares Fund Class Z) |
11.53%
May 2023 – May 2026 |
10.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart