Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSRSX (COHEN & STEERS REALTY SHARES COHEN & STEERS REALTY SHARES) | 3.51% | 12.12% | 4.10% | 8.86% | 6.57% | 8.69% | 7.18% | 10.84% |
Data as of 06/26/2025, AR inception is 07/01/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSRSX (COHEN & STEERS REALTY SHARES COHEN & STEERS REALTY SHARES) | 07/01/1991 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 12.12 | 4.10 | 8.86 | 6.57 | 8.69 | 7.18 | 10.84 | 3.51 | 6.52 | 12.70 | -24.94 | 42.54 | -2.87 | 32.79 | -5.02 | 0.78 | 5.69 | 4.98 | 30.19 | 3.05 | 15.68 | 6.18 | 27.14 | 32.66 | -34.30 | -19.01 | 37.03 | 14.93 | 38.38 | 40.65 | 3.26 | 5.70 | 26.63 | 2.68 | -18.12 | 21.22 | 38.48 | 11.13 | 8.31 | 18.76 | 20.10 | 7.91 |
| Sharpe Ratio | NA | 0.58 | 0.08 | 0.37 | 0.26 | NA | NA | 0.37 | 0.52 | 0.19 | 0.46 | -1.08 | 2.85 | -0.07 | 2.50 | -0.40 | 0.01 | 0.32 | 0.29 | 2.66 | 0.19 | 1.15 | 0.21 | 1.00 | 0.50 | -0.48 | -0.85 | 2.30 | 0.82 | 2.18 | 3.32 | 0.15 | 0.30 | 1.87 | -0.06 | -1.35 | 1.93 | 5.89 | 1.25 | 0.77 | 2.15 | 3.02 | 1.70 |
| Standard Deviation(%) | NA | 17.40 | 19.60 | 19.29 | 21.09 | NA | NA | 23.76 | 19.83 | 15.57 | 19.87 | 24.60 | 14.90 | 42.44 | 12.51 | 16.26 | 10.91 | 16.95 | 17.15 | 11.34 | 15.49 | 13.72 | 29.66 | 27.12 | 65.48 | 73.46 | 26.27 | 14.65 | 15.46 | 17.13 | 12.02 | 14.42 | 10.85 | 11.95 | 11.70 | 16.00 | 9.07 | 5.86 | 5.74 | 6.77 | 7.68 | 5.78 | 7.48 |
| Draw Down(%) | NA | 16.57 | 24.67 | 31.65 | 41.66 | NA | NA | 72.51 | 13.33 | 11.23 | 19.84 | 31.65 | 7.62 | 41.66 | 5.70 | 12.86 | 7.62 | 14.01 | 15.46 | 7.15 | 17.33 | 9.48 | 23.90 | 17.92 | 42.34 | 61.54 | 29.95 | 9.29 | 10.86 | 16.97 | 7.28 | 18.29 | 12.60 | 8.02 | 18.49 | 27.56 | 7.66 | 3.11 | 4.71 | 12.11 | 10.43 | 6.01 | 4.84 |
| Yield(%) | 0.00 | 2.94 | 4.13 | 5.27 | 6.57 | 8.46 | 6.75 | 16.86 | 0.67 | 2.85 | 3.80 | 5.31 | 5.49 | 4.43 | 18.68 | 4.94 | 2.64 | 12.73 | 12.09 | 7.45 | 5.68 | 9.23 | 2.00 | 2.61 | 3.87 | 3.46 | 15.33 | 12.93 | 10.61 | 12.45 | 11.15 | 5.79 | 5.16 | 6.15 | 5.14 | 6.57 | 9.50 | 7.01 | 5.63 | 5.22 | 10.77 | 7.83 | 1.60 |
Data as of 06/26/2025, AR inception is 07/01/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRSX (COHEN & STEERS REALTY SHARES COHEN & STEERS REALTY SHARES) |
-23.98%
Mar 2006 - Mar 2009 |
-6.40%
Mar 2004 - Mar 2009 |
4.17%
Jan 2007 - Jan 2017 |
5.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSRSX (COHEN & STEERS REALTY SHARES COHEN & STEERS REALTY SHARES) |
41.79%
Mar 2009 - Mar 2012 |
28.66%
Feb 2009 - Feb 2014 |
17.52%
Feb 2009 - Feb 2019 |
17.60%
Nov 1991 - Nov 2006 |
Annualized Rolling Returns Comparison Chart