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
CSURX (Cohen & Steers Global Infrastructure Fun) 9.77% 17.04% 12.77% 7.09% 7.77% NA NA
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
Name Start Date End Date
CSURX (Cohen & Steers Global Infrastructure Fun) 10/02/2014 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
Annualized Return (%) -0.19 17.04 12.77 7.09 7.77 NA NA 9.77 5.90 11.05 1.96 -5.36 16.02 -1.79 24.51 -4.56 18.70 7.89 -8.22 2.16
Sharpe Ratio NA 1.51 0.85 0.37 0.42 NA NA 1.94 0.24 0.70 -0.13 -0.39 1.52 -0.06 2.89 -0.55 2.81 0.59 -0.61 0.74
Standard Deviation(%) NA 9.58 11.56 12.87 14.92 NA NA 11.33 13.04 10.56 12.85 17.53 10.49 32.03 7.98 10.75 6.45 13.12 13.43 12.21
Draw Down(%) NA 6.01 15.00 20.61 35.05 NA NA 6.01 7.98 8.66 16.43 19.84 6.12 35.05 3.38 9.33 3.06 10.73 15.52 5.83
Yield(%) 0.00 7.71 5.38 4.19 4.19 3.09 2.32 0.00 8.24 5.12 2.09 3.22 3.16 1.07 1.61 3.18 6.37 2.08 5.20 0.52
Data as of 06/04/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSURX (Cohen & Steers Global Infrastructure Fun) 0.39%
Sep 2019 – Sep 2022
2.48%
Mar 2015 – Mar 2020
5.34%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSURX (Cohen & Steers Global Infrastructure Fun) 14.03%
Feb 2023 – Feb 2026
10.51%
Feb 2021 – Feb 2026
9.08%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return