Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRNPX (Cohen & Steers REIT and Preferred Incm Fd Inc) | 8.28% | 11.13% | 11.96% | 4.23% | 6.33% | 7.05% | 2.50% | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRNPX (Cohen & Steers REIT and Preferred Incm Fd Inc) | 07/01/2003 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.04 | 11.13 | 11.96 | 4.23 | 6.33 | 7.05 | 2.50 | … | … | 8.28 | 5.91 | 9.51 | 12.27 | -22.56 | 31.07 | 2.57 | 31.12 | -6.66 | 6.52 | 0.55 | 0.05 | 28.77 | 3.76 | 21.73 | -1.86 | 21.82 | 50.76 | -61.11 | -31.67 | 13.35 | -6.21 | 12.89 | 11.87 |
| Sharpe Ratio | NA | 0.98 | 0.79 | 0.17 | 0.29 | NA | NA | … | … | 1.92 | 0.24 | 0.49 | 0.53 | -1.30 | 2.75 | 0.06 | 3.36 | -0.69 | 0.84 | 0.03 | 0.00 | 3.51 | 0.30 | 2.06 | -0.08 | 1.03 | 0.90 | -1.03 | -1.86 | 0.77 | -0.61 | 0.71 | 3.31 |
| Standard Deviation(%) | NA | 10.18 | 12.68 | 14.35 | 16.98 | NA | NA | … | … | 11.85 | 12.44 | 11.92 | 16.36 | 18.54 | 11.28 | 38.00 | 8.82 | 11.68 | 7.02 | 12.52 | 12.28 | 8.20 | 12.20 | 10.63 | 23.53 | 21.13 | 56.40 | 60.16 | 18.79 | 12.94 | 13.99 | 16.78 | 7.32 |
| Draw Down(%) | NA | 7.98 | 14.40 | 29.02 | 43.69 | NA | NA | … | … | 7.98 | 11.70 | 8.16 | 19.75 | 28.77 | 5.56 | 43.69 | 4.10 | 11.00 | 4.30 | 12.98 | 12.33 | 5.04 | 16.03 | 6.99 | 24.03 | 17.17 | 52.27 | 72.70 | 37.01 | 9.84 | 11.84 | 19.41 | 3.38 |
| Yield(%) | 0.00 | 7.76 | 8.36 | 6.83 | 6.38 | 6.62 | 2.93 | … | … | 3.29 | 7.79 | 7.80 | 8.08 | 9.30 | 6.47 | 6.46 | 6.70 | 5.93 | 1.68 | 0.00 | 0.00 | 7.22 | 6.47 | 1.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRNPX (Cohen & Steers REIT and Preferred Incm Fd Inc) |
-44.87%
Mar 2006 – Mar 2009 |
-29.27%
Mar 2004 – Mar 2009 |
-3.30%
Nov 2006 – Nov 2016 |
-0.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRNPX (Cohen & Steers REIT and Preferred Incm Fd Inc) |
49.33%
Mar 2009 – Mar 2012 |
32.96%
Mar 2009 – Mar 2014 |
18.84%
Mar 2009 – Mar 2019 |
14.47%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart