Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNP (Cohen & Steers REIT & Preferred Income Fund Inc) | 13.54% | 19.32% | 11.31% | 12.01% | 11.09% | 13.94% | 9.04% | 9.46% |
Data as of 07/02/2025, AR inception is 06/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNP (Cohen & Steers REIT & Preferred Income Fund Inc) | 06/25/2003 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 19.32 | 11.31 | 12.01 | 11.09 | 13.94 | 9.04 | 9.46 | 13.54 | 11.88 | 7.73 | -19.95 | 32.84 | 3.31 | 43.14 | -9.46 | 19.65 | 11.97 | 5.35 | 30.00 | -0.72 | 28.98 | 7.40 | 49.28 | 91.53 | -60.48 | -28.33 | 37.69 | 8.53 | 14.59 | 7.14 |
| Sharpe Ratio | NA | 0.94 | 0.39 | 0.50 | 0.39 | NA | NA | 0.27 | 1.20 | 0.47 | 0.19 | -0.72 | 2.27 | 0.05 | 3.19 | -0.73 | 2.00 | 0.83 | 0.40 | 2.81 | -0.04 | 1.94 | 0.27 | 1.76 | 1.51 | -0.75 | -1.34 | 2.79 | 0.45 | 0.78 | 1.70 |
| Standard Deviation(%) | NA | 19.30 | 22.26 | 21.44 | 24.93 | NA | NA | 30.18 | 20.40 | 17.71 | 22.15 | 29.98 | 14.48 | 57.50 | 13.07 | 14.88 | 9.54 | 14.20 | 13.36 | 10.65 | 17.49 | 15.04 | 27.29 | 27.93 | 60.54 | 81.45 | 23.51 | 12.34 | 13.83 | 17.53 | 7.95 |
| Draw Down(%) | NA | 16.37 | 29.44 | 36.19 | 56.68 | NA | NA | 87.08 | 12.94 | 13.19 | 28.76 | 31.67 | 9.29 | 56.68 | 5.94 | 16.44 | 5.84 | 14.35 | 13.43 | 5.28 | 24.38 | 11.41 | 26.80 | 19.85 | 56.33 | 80.01 | 34.01 | 7.46 | 9.14 | 22.46 | 4.31 |
| Yield(%) | 0.00 | 7.91 | 9.05 | 9.23 | 9.38 | 14.59 | 6.64 | 7.37 | 3.92 | 8.01 | 7.72 | 9.30 | 6.72 | 6.23 | 8.45 | 7.05 | 7.74 | 8.08 | 7.71 | 8.23 | 6.91 | 8.26 | 8.33 | 9.63 | 12.90 | 12.27 | 11.93 | 15.40 | 12.56 | 8.40 | 3.40 |
Data as of 07/02/2025, AR inception is 06/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNP (Cohen & Steers REIT & Preferred Income Fund Inc) |
-38.72%
Feb 2006 - Feb 2009 |
-21.44%
Mar 2004 - Mar 2009 |
5.41%
Nov 2006 - Nov 2016 |
7.38%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNP (Cohen & Steers REIT & Preferred Income Fund Inc) |
76.61%
Mar 2009 - Mar 2012 |
46.30%
Feb 2009 - Feb 2014 |
27.97%
Mar 2009 - Mar 2019 |
21.25%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart