CSDIX vs. CSZIX
CSDIX (Cohen & Steers Real Estate Securities Fund CLASS I) and CSZIX (Cohen & Steers Real Estate Securities Fund Class Z) are both REIT funds from Cohen & Steers. Both are actively managed. Over the past 10 years, CSDIX returned 7.17%/yr vs 7.26%/yr for CSZIX. With a 1.00 correlation, they move nearly in lockstep. CSDIX charges 0.84%/yr vs 0.75%/yr for CSZIX.
Performance
CSDIX vs. CSZIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CSDIX having a 10.78% return and CSZIX slightly higher at 10.80%. Both investments have delivered pretty close results over the past 10 years, with CSDIX having a 7.17% annualized return and CSZIX not far ahead at 7.26%.
CSDIX
- 1D
- 0.32%
- 1M
- -1.29%
- YTD
- 10.78%
- 6M
- 10.03%
- 1Y
- 11.79%
- 3Y*
- 10.91%
- 5Y*
- 3.80%
- 10Y*
- 7.17%
CSZIX
- 1D
- 0.31%
- 1M
- -1.29%
- YTD
- 10.80%
- 6M
- 10.08%
- 1Y
- 11.95%
- 3Y*
- 10.99%
- 5Y*
- 3.88%
- 10Y*
- 7.26%
CSDIX vs. CSZIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 10.78% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 10.80% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
Correlation
The correlation between CSDIX and CSZIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2015 | 1.00 |
The correlation between CSDIX and CSZIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
CSDIX vs. CSZIX — Risk / Return Rank
CSDIX
CSZIX
CSDIX vs. CSZIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX). 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.
| CSDIX | CSZIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.47 | 0.00 |
| Martin ratioReturn relative to average drawdown | 4.38 | 4.46 | -0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSDIX | CSZIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.89 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.21 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.35 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.37 | -0.01 |
Drawdowns
CSDIX vs. CSZIX - Drawdown Comparison
The maximum CSDIX drawdown since its inception was -72.37%, which is greater than CSZIX's maximum drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for CSDIX and CSZIX.
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Drawdown Indicators
| CSDIX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.37% | -42.71% | -29.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -7.96% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.23% | -17.17% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -33.09% | -33.05% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -42.68% | -42.71% | +0.03% |
Current DrawdownCurrent decline from peak | -3.09% | -3.09% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -8.77% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.60% | +0.03% |
Volatility
CSDIX vs. CSZIX - Volatility Comparison
Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) have volatilities of 3.79% and 3.78%, 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.
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Volatility by Period
| CSDIX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.78% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.87% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.20% | 13.19% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 18.68% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.86% | 20.81% | +0.05% |
CSDIX vs. CSZIX - Expense Ratio Comparison
CSDIX has a 0.84% expense ratio, which is higher than CSZIX's 0.75% expense ratio.
Dividends
CSDIX vs. CSZIX - Dividend Comparison
CSDIX's dividend yield for the trailing twelve months is around 3.42%, less than CSZIX's 3.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.42% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.51% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Frequently Asked Questions
With a correlation of 1.00, CSDIX and CSZIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CSDIX has higher volatility (3.79%) compared to CSZIX (3.78%). In terms of maximum drawdown, CSDIX dropped -72.37% vs CSZIX's -42.71%.
CSZIX currently has the higher Sharpe Ratio (0.89 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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