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
CSUZX (Cohen & Steers Global Infrastructure Fun) 9.35% 16.31% 13.09% 7.64% 20.15% NA NA
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
Name Start Date End Date
CSUZX (Cohen & Steers Global Infrastructure Fun) 10/02/2014 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 2018 2017 2016 2015 2014
Annualized Return (%) -2.07 16.31 13.09 7.64 20.15 NA NA 9.35 5.78 11.59 2.46 -4.84 16.70 -1.33 253.20 -4.04 19.30 8.45 -7.79 2.29
Sharpe Ratio NA 1.57 0.90 0.41 0.84 NA NA 2.00 0.23 0.75 -0.09 -0.36 1.59 -0.05 4.81 -0.51 2.91 0.63 -0.58 0.79
Standard Deviation(%) NA 9.60 11.55 12.87 22.24 NA NA 11.38 13.19 10.56 12.86 17.54 10.47 32.09 52.28 10.75 6.43 13.13 13.42 12.23
Draw Down(%) NA 5.96 14.89 20.04 35.01 NA NA 5.96 7.99 8.62 16.15 19.65 6.05 35.01 3.39 8.88 3.06 10.57 15.25 5.81
Yield(%) 0.00 8.23 5.93 4.72 14.71 9.91 7.43 0.00 8.86 5.69 2.53 3.60 3.82 1.60 101.85 3.70 6.84 2.58 5.70 0.64
Data as of 06/03/2026, 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
CSUZX (Cohen & Steers Global Infrastructure Fun) 0.93%
Sep 2019 – Sep 2022
4.24%
Jan 2020 – Jan 2025
17.46%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSUZX (Cohen & Steers Global Infrastructure Fun) 59.62%
Dec 2018 – Dec 2021
36.02%
Dec 2016 – Dec 2021
21.62%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return