CSDIX vs. JIREX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) and JHancock Real Estate Securities Fund (JIREX).
CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998. JIREX is managed by John Hancock. It was launched on Oct 14, 2005.
Performance
CSDIX vs. JIREX - Performance Comparison
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CSDIX vs. JIREX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 1.50% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
JIREX JHancock Real Estate Securities Fund | 2.30% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
Returns By Period
In the year-to-date period, CSDIX achieves a 1.50% return, which is significantly lower than JIREX's 2.30% return. Over the past 10 years, CSDIX has outperformed JIREX with an annualized return of 6.33%, while JIREX has yielded a comparatively lower 4.70% annualized return.
CSDIX
- 1D
- 0.28%
- 1M
- -7.26%
- YTD
- 1.50%
- 6M
- -0.03%
- 1Y
- 2.37%
- 3Y*
- 7.60%
- 5Y*
- 4.34%
- 10Y*
- 6.33%
JIREX
- 1D
- -0.72%
- 1M
- -7.15%
- YTD
- 2.30%
- 6M
- 0.32%
- 1Y
- 2.47%
- 3Y*
- 7.12%
- 5Y*
- 4.13%
- 10Y*
- 4.70%
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CSDIX vs. JIREX - Expense Ratio Comparison
CSDIX has a 0.84% expense ratio, which is lower than JIREX's 0.85% expense ratio.
Return for Risk
CSDIX vs. JIREX — Risk / Return Rank
CSDIX
JIREX
CSDIX vs. JIREX - 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 JHancock Real Estate Securities Fund (JIREX). 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 | JIREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 0.26 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.37 | 0.51 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.03 | +0.23 |
Martin ratioReturn relative to average drawdown | 1.03 | 0.10 | +0.93 |
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 | JIREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 0.26 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.23 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.23 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.22 | +0.12 |
Correlation
The correlation between CSDIX and JIREX is 0.97, 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.
Dividends
CSDIX vs. JIREX - Dividend Comparison
CSDIX's dividend yield for the trailing twelve months is around 3.03%, while JIREX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.03% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
Drawdowns
CSDIX vs. JIREX - Drawdown Comparison
The maximum CSDIX drawdown since its inception was -72.37%, roughly equal to the maximum JIREX drawdown of -73.35%. Use the drawdown chart below to compare losses from any high point for CSDIX and JIREX.
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Drawdown Indicators
| CSDIX | JIREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.37% | -73.35% | +0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -12.99% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -33.09% | -34.41% | +1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.68% | -41.23% | -1.45% |
Current DrawdownCurrent decline from peak | -7.65% | -9.74% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -14.91% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 4.94% | -1.96% |
Volatility
CSDIX vs. JIREX - Volatility Comparison
Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a higher volatility of 4.29% compared to JHancock Real Estate Securities Fund (JIREX) at 3.92%. This indicates that CSDIX's price experiences larger fluctuations and is considered to be riskier than JIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSDIX | JIREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 3.92% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 9.48% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 18.63% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 19.17% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 21.02% | -0.18% |