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 | -2.69% | -7.79% |
| 1Y Return | 12.37% | 2.74% |
| 3Y Return (Ann) | -2.60% | -2.12% |
| 5Y Return (Ann) | 12.59% | 3.65% |
| 10Y Return (Ann) | 9.31% | 6.43% |
| Sharpe Ratio | 0.58 | 0.06 |
| Daily Std Dev | 19.04% | 18.25% |
| Max Drawdown | -38.47% | -72.51% |
| Current Drawdown | -12.94% | -22.00% |
Correlation
The correlation between BREIX and CSRSX is 0.76, 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 -2.69% return, which is significantly higher than CSRSX's -7.79% return. Over the past 10 years, BREIX has outperformed CSRSX with an annualized return of 9.31%, while CSRSX has yielded a comparatively lower 6.43% 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 0.44%, less than CSRSX's 3.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.44% | 0.43% | 2.85% | 7.95% | 6.18% | 14.04% | 12.19% | 4.71% | 0.62% | 1.96% | 0.32% | 0.24% |
CSRSX Cohen & Steers Realty Shares Fund | 3.85% | 3.50% | 7.52% | 3.68% | 4.73% | 15.79% | 6.49% | 8.88% | 13.49% | 13.37% | 6.07% | 5.90% |
Drawdowns
BREIX vs. CSRSX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -38.47%, smaller than the maximum CSRSX drawdown of -72.51%. 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) has a higher volatility of 6.14% compared to Cohen & Steers Realty Shares Fund (CSRSX) at 5.51%. This indicates that BREIX's price experiences larger fluctuations and is considered to be riskier than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.