CSRIX vs. CPXIX
CSRIX (Cohen & Steers Institutional Realty Shares) and CPXIX (Cohen & Steers Preferred Securities and Income Fund, Inc.) are both mutual funds - CSRIX is a REIT fund managed by Cohen & Steers, while CPXIX is a Preferred Stock fund managed by Cohen & Steers. Over the past 10 years, CSRIX returned 6.79%/yr vs 4.30%/yr for CPXIX. Their 0.33 correlation means their historical movements had little consistent relationship. CSRIX charges 0.76%/yr vs 0.84%/yr for CPXIX.
Performance
CSRIX vs. CPXIX - Performance Comparison
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Returns By Period
In the year-to-date period, CSRIX achieves a 17.94% return, which is significantly higher than CPXIX's 1.60% return. Over the past 10 years, CSRIX has outperformed CPXIX with an annualized return of 6.79%, while CPXIX has yielded a comparatively lower 4.30% annualized return.
CSRIX
- 1D
- -1.33%
- 1M
- 2.02%
- 6M
- 15.55%
- YTD
- 17.94%
- 1Y
- 17.69%
- 3Y*
- 10.62%
- 5Y*
- 4.13%
- 10Y*
- 6.79%
- ALL TIME*
- 7.47%
CPXIX
- 1D
- 0.08%
- 1M
- -0.64%
- 6M
- 0.80%
- YTD
- 1.60%
- 1Y
- 5.36%
- 3Y*
- 8.66%
- 5Y*
- 2.42%
- 10Y*
- 4.30%
- ALL TIME*
- 6.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CSRIX vs. CPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 17.94% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 1.60% | 8.44% | 10.39% | 6.38% | -12.37% | 2.75% | 6.47% | 18.11% | -4.65% | 10.88% |
Correlation
The correlation between CSRIX and CPXIX is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.33 |
The correlation between CSRIX and CPXIX shifts across timeframes, from 0.20 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
CSRIX vs. CPXIX — Risk / Return Rank
CSRIX
CPXIX
CSRIX vs. CPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSRIX | CPXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.49 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.83 | +0.25 |
| Martin ratioReturn relative to average drawdown | 6.53 | 8.16 | -1.63 |
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Drawdowns
CSRIX vs. CPXIX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than CPXIX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for CSRIX and CPXIX.
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Drawdown Indicators
| CSRIX | CPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -25.56% | -15.89% |
Max Drawdown (1Y)Largest decline over 1 year | -7.74% | -3.00% | -4.74% |
Max Drawdown (3Y)Largest decline over 3 years | -16.89% | -3.91% | -12.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -20.00% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -25.56% | -15.89% |
Current DrawdownCurrent decline from peak | -1.52% | -0.80% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -8.69% | -2.67% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 0.67% | +1.96% |
Volatility
CSRIX vs. CPXIX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.30% compared to Cohen & Steers Preferred Securities and Income Fund, Inc. (CPXIX) at 0.68%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than CPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | CPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 0.68% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 2.18% | +9.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.36% | 2.52% | +11.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 4.71% | +13.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 6.15% | +14.40% |
CSRIX vs. CPXIX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than CPXIX's 0.84% expense ratio.
Dividends
CSRIX vs. CPXIX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.66%, less than CPXIX's 5.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc. | 5.36% | 5.54% | 5.52% | 5.76% | 5.40% | 4.89% | 5.17% | 5.30% | 5.88% | 5.01% | 5.75% | 5.91% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.66% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
Frequently Asked Questions
CSRIX and CPXIX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSRIX has higher volatility (4.30%) compared to CPXIX (0.68%). In terms of maximum drawdown, CSRIX dropped -41.45% vs CPXIX's -25.56%.
CPXIX currently has the higher Sharpe Ratio (2.18 vs 1.13), 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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