Cohen & Steers Real Estate Opportunities & Income Fund (RLTY)

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

Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is up 9.9% since the beginning of the year. At $15 per share, RLTY is trading 3.1% below its 52-week high of $16.

Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has returned 9.86% so far this year and 12.05% over the past 12 months.

Based on dividend-adjusted daily data since Feb 24, 2022, RLTY's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, an investment would double in approximately 12.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2023 with a return of +17.5%, while the worst month was Sep 2022 at -20.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.

On a daily basis, RLTY closed higher 51% of trading days. The best single day was Nov 10, 2022 with a return of +6.6%, while the worst single day was May 12, 2022 at -9.9%.

Cohen & Steers Real Estate Opportunities & Income Fund has an annualized alpha of -4.39%, beta of 0.66, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since February 24, 2022.

• This stock participated in 122.50% of S&P 500 Index downside but only 78.94% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.66 may look defensive, but with R2 of 0.26 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

RLTY ranks 66 for risk / return — better than 66% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Cohen & Steers Real Estate Opportunities & Income Fund provided a 8.53% dividend yield over the last twelve months, with an annual payout of $1.32 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Cohen & Steers Real Estate Opportunities & Income Fund. 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 Real Estate Opportunities & Income Fund. 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 Real Estate Opportunities & Income Fund was 35.44%, occurring on Oct 19, 2022. Recovery took 465 trading sessions.

The current Cohen & Steers Real Estate Opportunities & Income Fund drawdown is 1.72%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Cohen & Steers Real Estate Opportunities & Income Fund over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Cohen & Steers Real Estate Opportunities & Income Fund is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.