CSRIX vs. CRARX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and MainStay CBRE Real Estate Fund (CRARX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
CSRIX vs. CRARX - Performance Comparison
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CSRIX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
CRARX MainStay CBRE Real Estate Fund | 4.03% | -0.28% | 0.71% | 13.50% | -26.95% | 52.55% | -6.50% | 28.29% | -8.00% | 5.23% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly lower than CRARX's 4.03% return. Over the past 10 years, CSRIX has outperformed CRARX with an annualized return of 6.43%, while CRARX has yielded a comparatively lower 4.31% annualized return.
CSRIX
- 1D
- 1.02%
- 1M
- -6.52%
- YTD
- 2.92%
- 6M
- 0.23%
- 1Y
- 2.69%
- 3Y*
- 7.46%
- 5Y*
- 4.15%
- 10Y*
- 6.43%
CRARX
- 1D
- 0.67%
- 1M
- -7.02%
- YTD
- 4.03%
- 6M
- 1.92%
- 1Y
- 2.02%
- 3Y*
- 4.89%
- 5Y*
- 3.16%
- 10Y*
- 4.31%
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CSRIX vs. CRARX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than CRARX's 0.83% expense ratio.
Return for Risk
CSRIX vs. CRARX — Risk / Return Rank
CSRIX
CRARX
CSRIX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and MainStay CBRE Real Estate Fund (CRARX). 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.
| CSRIX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.13 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.28 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.26 | +0.08 |
Martin ratioReturn relative to average drawdown | 1.18 | 1.02 | +0.16 |
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
| CSRIX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.13 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.17 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.20 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Correlation
The correlation between CSRIX and CRARX is 0.98, 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
CSRIX vs. CRARX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, more than CRARX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.38% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
CRARX MainStay CBRE Real Estate Fund | 1.66% | 2.57% | 1.80% | 3.36% | 34.64% | 4.37% | 1.77% | 15.57% | 30.33% | 21.82% | 8.85% | 7.27% |
Drawdowns
CSRIX vs. CRARX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for CSRIX and CRARX.
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Drawdown Indicators
| CSRIX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -72.66% | +31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -12.25% | +0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -35.43% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -45.19% | +3.74% |
Current DrawdownCurrent decline from peak | -6.52% | -13.38% | +6.86% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -12.61% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.07% | +0.18% |
Volatility
CSRIX vs. CRARX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.43% compared to MainStay CBRE Real Estate Fund (CRARX) at 4.16%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than CRARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 4.16% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 9.01% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 15.89% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 18.98% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 21.29% | -0.81% |