Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSZIX (Cohen & Steers Real Estate Securities Fu) | 13.52% | 14.51% | 12.09% | 4.09% | 7.54% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSZIX (Cohen & Steers Real Estate Securities Fu) | 10/01/2014 | 06/05/2026 |
| 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 (%) | 0.93 | 14.51 | 12.09 | 4.09 | 7.54 | NA | NA | … | … | 13.52 | 4.42 | 6.81 | 13.26 | -26.21 | 42.10 | -1.63 | 31.64 | -4.21 | 7.50 | 8.06 | 7.69 | 15.94 |
| Sharpe Ratio | NA | 0.89 | 0.54 | 0.10 | 0.28 | NA | NA | … | … | 2.15 | 0.09 | 0.21 | 0.49 | -1.12 | 2.82 | -0.04 | 2.47 | -0.35 | 0.72 | 0.47 | 0.46 | 6.80 |
| Standard Deviation(%) | NA | 13.40 | 16.32 | 18.63 | 21.03 | NA | NA | … | … | 14.85 | 16.49 | 15.47 | 19.80 | 24.86 | 14.91 | 44.00 | 12.24 | 16.21 | 9.60 | 16.58 | 16.68 | 11.86 |
| Draw Down(%) | NA | 7.96 | 17.17 | 33.05 | 42.71 | NA | NA | … | … | 7.96 | 13.62 | 11.54 | 19.40 | 33.05 | 7.32 | 42.71 | 4.72 | 12.88 | 5.62 | 13.38 | 13.20 | 2.30 |
| Yield(%) | 0.00 | 3.77 | 3.62 | 3.89 | 5.16 | 5.24 | 3.93 | … | … | 0.71 | 3.87 | 2.94 | 3.28 | 5.38 | 6.41 | 5.14 | 9.32 | 3.42 | 2.08 | 6.11 | 19.02 | 5.20 |
Data as of 06/05/2026, Common starting date is 10/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSZIX (Cohen & Steers Real Estate Securities Fu) |
-3.72%
Dec 2021 – Dec 2024 |
2.50%
Mar 2015 – Mar 2020 |
6.51%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSZIX (Cohen & Steers Real Estate Securities Fu) |
22.54%
Dec 2018 – Dec 2021 |
13.64%
Dec 2016 – Dec 2021 |
8.24%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart