Cohen & Steers Institutional Realty Shares (CSRIX)

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The chart shows the growth of an initial investment of $10,000 in Cohen & Steers Institutional Realty Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Cohen & Steers Institutional Realty Shares (CSRIX) has returned 1.88% so far this year and 1.82% over the past 12 months. Over the last ten years, CSRIX has returned 6.32% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2015, CSRIX's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2023 with a return of +12.5%, while the worst month was Mar 2020 at -18.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CSRIX closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -17.6%.

Cohen & Steers Institutional Realty Shares has an annualized alpha of -1.16%, beta of 0.80, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since January 05, 2015.

• This fund participated in 88.23% of S&P 500 Index downside but only 72.34% of its upside — more exposed to losses than it benefited from rallies.

CSRIX has an expense ratio of 0.76%, placing it in the medium range.

CSRIX ranks 8 for risk / return — in the bottom 8% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and compare them to a chosen benchmark (S&P 500 Index).

Cohen & Steers Institutional Realty Shares provided a 2.40% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Cohen & Steers Institutional Realty Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Cohen & Steers Institutional Realty Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Cohen & Steers Institutional Realty Shares was 41.45%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.

The current Cohen & Steers Institutional Realty Shares drawdown is 7.47%.

The chart below shows the rolling one-month volatility.