Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RQI (Cohen & Steers Quality Income Realty Fund Inc) | 6.20% | 17.14% | 6.89% | 10.98% | 9.52% | 12.59% | 7.36% | 9.20% |
Data as of 06/23/2025, AR inception is 02/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQI (Cohen & Steers Quality Income Realty Fund Inc) | 02/26/2002 | 06/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 17.14 | 6.89 | 10.98 | 9.52 | 12.59 | 7.36 | 9.20 | 6.20 | 8.04 | 15.74 | -31.07 | 56.64 | -9.28 | 54.62 | -11.11 | 11.04 | 7.88 | 8.90 | 37.66 | -0.08 | 28.70 | 6.13 | 53.15 | 82.05 | -68.67 | -30.16 | 51.29 | 7.15 | 25.47 | 50.11 | -7.20 |
| Sharpe Ratio | NA | 0.60 | 0.16 | 0.37 | 0.28 | NA | NA | 0.23 | 0.30 | 0.22 | 0.52 | -1.01 | 3.22 | -0.16 | 3.33 | -0.62 | 0.80 | 0.36 | 0.46 | 3.08 | -0.01 | 1.52 | 0.18 | 1.60 | 1.11 | -0.78 | -1.13 | 2.85 | 0.26 | 1.08 | 3.17 | -0.47 |
| Standard Deviation(%) | NA | 21.17 | 23.83 | 23.89 | 27.94 | NA | NA | 34.16 | 22.30 | 20.41 | 23.62 | 32.13 | 17.60 | 61.12 | 15.97 | 20.06 | 12.96 | 21.09 | 19.15 | 12.21 | 21.38 | 18.96 | 33.89 | 33.17 | 73.57 | 89.14 | 29.54 | 16.89 | 18.57 | 22.74 | 15.60 | 20.38 |
| Draw Down(%) | NA | 21.04 | 35.80 | 41.06 | 59.12 | NA | NA | 91.64 | 17.66 | 15.34 | 30.19 | 36.38 | 10.28 | 56.88 | 10.42 | 18.99 | 9.50 | 21.80 | 15.80 | 6.67 | 28.64 | 16.23 | 30.98 | 23.19 | 63.36 | 86.89 | 36.93 | 9.59 | 14.30 | 25.16 | 6.84 | 16.59 |
| Yield(%) | 0.00 | 8.34 | 7.85 | 9.15 | 8.92 | 13.52 | 5.99 | 8.54 | 3.93 | 7.72 | 8.11 | 6.60 | 7.91 | 6.52 | 9.84 | 7.63 | 7.05 | 7.92 | 7.80 | 8.03 | 6.89 | 8.41 | 8.25 | 8.92 | 10.07 | 11.74 | 12.61 | 19.33 | 13.10 | 8.05 | 10.61 | 6.30 |
Data as of 06/23/2025, AR inception is 02/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQI (Cohen & Steers Quality Income Realty Fund Inc) |
-45.42%
Mar 2006 - Mar 2009 |
-25.55%
Mar 2004 - Mar 2009 |
2.88%
Nov 2006 - Nov 2016 |
5.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQI (Cohen & Steers Quality Income Realty Fund Inc) |
82.91%
Mar 2009 - Mar 2012 |
49.76%
Mar 2009 - Mar 2014 |
29.64%
Mar 2009 - Mar 2019 |
21.59%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart