BREIX vs. CSRSX
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and Cohen & Steers Realty Shares Fund (CSRSX).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or CSRSX.
Key characteristics
| BREIX | CSRSX | |
|---|---|---|
| YTD Return | 19.64% | 13.20% |
| 1Y Return | 41.26% | 31.02% |
| 3Y Return (Ann) | 0.52% | -1.50% |
| 5Y Return (Ann) | 8.61% | 4.40% |
| 10Y Return (Ann) | 5.63% | 2.11% |
| Sharpe Ratio | 2.30 | 1.97 |
| Sortino Ratio | 3.18 | 2.79 |
| Omega Ratio | 1.39 | 1.35 |
| Calmar Ratio | 1.44 | 1.05 |
| Martin Ratio | 9.17 | 9.07 |
| Ulcer Index | 4.70% | 3.56% |
| Daily Std Dev | 18.72% | 16.37% |
| Max Drawdown | -42.73% | -77.14% |
| Current Drawdown | -0.21% | -8.45% |
Correlation
The correlation between BREIX and CSRSX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BREIX vs. CSRSX - Performance Comparison
In the year-to-date period, BREIX achieves a 19.64% return, which is significantly higher than CSRSX's 13.20% return. Over the past 10 years, BREIX has outperformed CSRSX with an annualized return of 5.63%, while CSRSX has yielded a comparatively lower 2.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BREIX vs. CSRSX - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
BREIX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and Cohen & Steers Realty Shares Fund (CSRSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BREIX vs. CSRSX - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.37%, less than CSRSX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.37% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% | 0.15% |
CSRSX Cohen & Steers Realty Shares Fund | 2.67% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% | 2.50% |
Drawdowns
BREIX vs. CSRSX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum CSRSX drawdown of -77.14%. Use the drawdown chart below to compare losses from any high point for BREIX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. CSRSX - Volatility Comparison
Baron Real Estate Fund (BREIX) and Cohen & Steers Realty Shares Fund (CSRSX) have volatilities of 5.11% and 5.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.