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.
Performance
CSRIX vs. FXNAX - Performance Comparison
Loading graphics...
CSRIX vs. FXNAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
FXNAX Fidelity U.S. Bond Index Fund | -0.45% | 7.14% | 1.35% | 5.82% | -13.55% | -2.10% | 7.63% | 8.50% | 0.04% | 3.50% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than FXNAX's -0.45% return. Over the past 10 years, CSRIX has outperformed FXNAX with an annualized return of 6.32%, while FXNAX has yielded a comparatively lower 1.52% annualized return.
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
FXNAX
- 1D
- 0.48%
- 1M
- -2.25%
- YTD
- -0.45%
- 6M
- 0.56%
- 1Y
- 3.79%
- 3Y*
- 3.45%
- 5Y*
- 0.12%
- 10Y*
- 1.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSRIX vs. FXNAX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Return for Risk
CSRIX vs. FXNAX — Risk / Return Rank
CSRIX
FXNAX
CSRIX vs. FXNAX - Risk-Adjusted Trends 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.
| CSRIX | FXNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.99 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.33 | 1.44 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.17 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.81 | -1.58 |
Martin ratioReturn relative to average drawdown | 0.80 | 5.15 | -4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSRIX | FXNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.99 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.02 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.31 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.45 | -0.13 |
Correlation
The correlation between CSRIX and FXNAX is 0.18, 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.
Dividends
CSRIX vs. FXNAX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than FXNAX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
FXNAX Fidelity U.S. Bond Index Fund | 3.35% | 3.58% | 3.40% | 3.15% | 1.81% | 1.74% | 2.92% | 2.68% | 2.74% | 2.57% | 2.76% | 2.52% |
Drawdowns
CSRIX vs. FXNAX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than FXNAX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for CSRIX and FXNAX.
Loading graphics...
Drawdown Indicators
| CSRIX | FXNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -19.51% | -21.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -2.71% | -8.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -18.54% | -13.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -19.51% | -21.94% |
Current DrawdownCurrent decline from peak | -7.47% | -3.72% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -3.87% | -5.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 0.95% | +2.27% |
Volatility
CSRIX vs. FXNAX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.28% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.57%. 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.
Loading graphics...
Volatility by Period
| CSRIX | FXNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 1.57% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 2.58% | +7.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 4.35% | +11.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 6.04% | +12.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 4.99% | +15.49% |