CSRIX vs. FXNAX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity U.S. Bond Index Fund (FXNAX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRIX or FXNAX.
Key characteristics
| CSRIX | FXNAX | |
|---|---|---|
| YTD Return | -7.08% | -3.37% |
| 1Y Return | 4.42% | -1.67% |
| 3Y Return (Ann) | -1.41% | -3.68% |
| 5Y Return (Ann) | 4.15% | -0.22% |
| 10Y Return (Ann) | 6.77% | 1.18% |
| Sharpe Ratio | 0.20 | -0.25 |
| Daily Std Dev | 18.19% | 6.74% |
| Max Drawdown | -72.32% | -18.64% |
| Current Drawdown | -21.58% | -13.44% |
Correlation
The correlation between CSRIX and FXNAX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CSRIX vs. FXNAX - Performance Comparison
In the year-to-date period, CSRIX achieves a -7.08% return, which is significantly lower than FXNAX's -3.37% return. Over the past 10 years, CSRIX has outperformed FXNAX with an annualized return of 6.77%, while FXNAX has yielded a comparatively lower 1.18% 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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CSRIX vs. FXNAX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
CSRIX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
CSRIX vs. FXNAX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 3.32%, more than FXNAX's 3.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 3.32% | 3.04% | 4.28% | 3.87% | 4.91% | 10.43% | 6.33% | 6.98% | 12.61% | 13.63% | 5.73% | 6.72% |
FXNAX Fidelity U.S. Bond Index Fund | 3.17% | 2.91% | 2.43% | 2.06% | 3.07% | 2.67% | 2.73% | 2.58% | 2.54% | 2.75% | 2.59% | 2.39% |
Drawdowns
CSRIX vs. FXNAX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -72.32%, which is greater than FXNAX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for CSRIX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
CSRIX vs. FXNAX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 5.33% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.78%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.