Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSRIX (Cohen And Steers Insti Realty Shs In) | 12.99% | 12.30% | 11.09% | 4.12% | 7.41% | 8.42% | 7.26% | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSRIX (Cohen And Steers Insti Realty Shs In) | 02/25/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 12.30 | 11.09 | 4.12 | 7.41 | 8.42 | 7.26 | … | … | 12.99 | 3.10 | 6.26 | 12.75 | -25.15 | 42.40 | -2.55 | 32.97 | -3.91 | 7.33 | 5.98 | 5.21 | 30.19 | 3.42 | 15.88 | 6.25 | 27.62 | 32.90 | -34.32 | -18.55 | 37.05 | 14.76 | 35.71 | 30.39 | -5.04 | 1.54 | 24.76 |
| Sharpe Ratio | NA | 0.69 | 0.52 | 0.11 | 0.27 | NA | NA | … | … | 2.06 | 0.01 | 0.17 | 0.46 | -1.09 | 2.86 | -0.07 | 2.53 | -0.33 | 0.70 | 0.34 | 0.30 | 2.68 | 0.22 | 1.17 | 0.21 | 1.02 | 0.50 | -0.48 | -0.84 | 2.32 | 0.81 | 2.02 | 2.30 | -0.41 | -0.08 | 2.16 |
| Standard Deviation(%) | NA | 13.29 | 16.33 | 18.51 | 20.61 | NA | NA | … | … | 14.82 | 16.44 | 15.56 | 19.76 | 24.47 | 14.80 | 42.25 | 12.45 | 16.16 | 9.55 | 16.89 | 17.07 | 11.26 | 15.47 | 13.65 | 29.59 | 27.12 | 65.19 | 73.14 | 26.02 | 14.58 | 15.38 | 17.18 | 12.89 | 15.06 | 11.09 | 11.78 |
| Draw Down(%) | NA | 7.74 | 16.89 | 31.79 | 41.45 | NA | NA | … | … | 7.74 | 13.45 | 11.54 | 19.63 | 31.79 | 7.57 | 41.45 | 5.55 | 12.82 | 5.71 | 13.89 | 15.26 | 7.07 | 17.19 | 9.49 | 23.95 | 17.88 | 42.08 | 61.70 | 29.63 | 9.18 | 10.87 | 17.00 | 7.20 | 20.80 | 12.65 | 9.03 |
| Yield(%) | 0.00 | 2.38 | 3.11 | 3.15 | 5.57 | 6.87 | 5.81 | … | … | 0.00 | 3.17 | 3.04 | 3.31 | 3.10 | 5.49 | 4.60 | 13.07 | 5.77 | 6.86 | 12.03 | 12.33 | 7.06 | 6.44 | 8.99 | 2.19 | 2.85 | 4.20 | 3.65 | 13.76 | 12.13 | 14.45 | 13.72 | 3.42 | 0.00 | 1.21 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRIX (Cohen And Steers Insti Realty Shs In) |
-23.81%
Mar 2006 – Mar 2009 |
-6.49%
Mar 2004 – Mar 2009 |
4.39%
Jan 2007 – Jan 2017 |
6.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRIX (Cohen And Steers Insti Realty Shs In) |
42.06%
Mar 2009 – Mar 2012 |
28.84%
Feb 2009 – Feb 2014 |
18.54%
Feb 2009 – Feb 2019 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart