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Cohen & Steers Institutional Realty Shares (CSRIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US19247U1060

CUSIP

19247U106

Inception Date

Feb 14, 2000

Category

REIT

Min. Investment

$1,000,000

Asset Class

Real Estate

Expense Ratio

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


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


280.00%300.00%320.00%340.00%360.00%380.00%400.00%December2025FebruaryMarchAprilMay
373.76%
320.51%
CSRIX (Cohen & Steers Institutional Realty Shares)
Benchmark (^GSPC)

Returns By Period

Cohen & Steers Institutional Realty Shares (CSRIX) returned 3.27% year-to-date (YTD) and 16.32% over the past 12 months. Over the past 10 years, CSRIX returned 2.68% annually, underperforming the S&P 500 benchmark at 10.26%.


CSRIX

YTD

3.27%

1M

6.48%

6M

-3.76%

1Y

16.32%

5Y*

8.74%

10Y*

2.68%

^GSPC (Benchmark)

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of CSRIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.11%4.13%-2.01%-0.47%0.57%3.27%
2024-4.54%2.82%1.40%-7.54%6.37%2.36%6.82%5.21%3.24%-2.80%2.79%-8.50%6.26%
202310.50%-5.63%-1.75%1.27%-3.33%5.35%1.85%-2.91%-7.78%-2.82%12.51%7.01%12.75%
2022-7.33%-4.96%6.78%-3.66%-4.76%-6.07%8.22%-5.96%-12.44%2.72%6.52%-6.26%-25.93%
2021-0.67%4.16%4.92%8.97%0.27%2.48%4.35%2.73%-5.73%7.18%-0.89%6.65%39.18%
20201.17%-6.87%-18.08%7.24%2.65%0.11%4.09%0.66%-1.75%-2.76%8.21%3.25%-4.87%
201911.46%0.94%4.12%0.61%1.20%-2.67%2.34%5.79%1.00%1.31%-5.16%0.65%22.76%
2018-3.19%-6.68%3.42%0.87%3.85%2.85%0.72%2.96%-2.28%-3.68%4.83%-8.74%-5.99%
20170.19%3.91%-2.45%0.44%0.23%1.81%1.20%0.18%-1.25%0.11%2.90%-3.90%3.15%
2016-3.59%-2.03%9.97%-2.36%1.97%4.84%4.43%-2.49%-1.82%-4.93%-2.50%-3.58%-3.13%
20156.33%-2.76%1.70%-5.17%-0.24%-10.99%6.05%-5.99%2.99%6.45%-0.40%-2.08%-5.60%
20143.58%5.40%0.44%3.20%2.51%0.97%-0.17%2.72%-5.52%10.06%1.92%-0.99%26.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CSRIX is 72, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CSRIX is 7272
Overall Rank
The Sharpe Ratio Rank of CSRIX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of CSRIX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of CSRIX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of CSRIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of CSRIX is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Cohen & Steers Institutional Realty Shares Sharpe ratio is 0.99. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Cohen & Steers Institutional Realty Shares with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.99
0.55
CSRIX (Cohen & Steers Institutional Realty Shares)
Benchmark (^GSPC)

Dividends

Dividend History

Cohen & Steers Institutional Realty Shares provided a 2.90% dividend yield over the last twelve months, with an annual payout of $1.42 per share.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.42$1.42$1.41$1.82$2.29$2.13$4.89$2.49$3.02$5.45$6.26$2.87

Dividend yield

2.90%2.97%3.04%4.28%3.87%4.91%10.43%6.33%6.98%12.61%13.63%5.73%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.33$0.00$0.00$0.33
2024$0.00$0.00$0.33$0.00$0.00$0.39$0.00$0.00$0.32$0.00$0.00$0.38$1.42
2023$0.00$0.00$0.32$0.00$0.00$0.37$0.00$0.00$0.31$0.00$0.00$0.41$1.41
2022$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.31$0.00$0.00$0.98$1.82
2021$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.00$0.25$0.00$0.00$1.64$2.29
2020$0.00$0.00$0.28$0.00$0.00$1.21$0.00$0.00$0.26$0.00$0.00$0.38$2.13
2019$0.00$0.00$0.36$0.00$0.00$2.28$0.00$0.00$0.29$0.00$1.76$0.20$4.89
2018$0.00$0.00$0.29$0.00$0.00$0.77$0.00$0.00$0.46$0.00$0.00$0.97$2.49
2017$0.00$0.00$0.36$0.00$0.00$0.34$0.00$0.00$0.29$0.00$0.00$2.04$3.02
2016$0.00$0.00$0.29$0.00$0.00$0.95$0.00$0.00$0.31$0.00$0.00$3.89$5.45
2015$0.00$0.00$0.27$0.00$0.00$3.53$0.00$0.00$0.32$0.00$0.00$2.15$6.26
2014$0.27$0.00$0.00$0.32$0.00$0.00$0.29$0.00$0.00$1.99$2.87

Drawdowns

Drawdowns Chart

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.36%
-8.74%
CSRIX (Cohen & Steers Institutional Realty Shares)
Benchmark (^GSPC)

Worst Drawdowns

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 76.32%, occurring on Mar 6, 2009. Recovery took 1442 trading sessions.

The current Cohen & Steers Institutional Realty Shares drawdown is 8.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.32%Feb 8, 2007521Mar 6, 20091442Nov 26, 20141963
-41.45%Feb 18, 202025Mar 23, 2020268Apr 15, 2021293
-32.38%Jan 3, 2022456Oct 25, 2023
-23.5%Jan 27, 2015766Feb 8, 2018337Jun 13, 20191103
-18.68%Apr 15, 2002124Oct 9, 2002154May 21, 2003278

Volatility

Volatility Chart

The current Cohen & Steers Institutional Realty Shares volatility is 8.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
8.43%
11.45%
CSRIX (Cohen & Steers Institutional Realty Shares)
Benchmark (^GSPC)