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.
Correlation
The correlation between CSRIX and FXNAX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CSRIX vs. FXNAX - Performance Comparison
Key characteristics
CSRIX:
0.99
FXNAX:
0.95
CSRIX:
1.43
FXNAX:
1.43
CSRIX:
1.19
FXNAX:
1.17
CSRIX:
0.82
FXNAX:
0.37
CSRIX:
3.06
FXNAX:
2.32
CSRIX:
5.67%
FXNAX:
2.17%
CSRIX:
17.52%
FXNAX:
5.29%
CSRIX:
-76.32%
FXNAX:
-19.64%
CSRIX:
-8.36%
FXNAX:
-8.67%
Returns By Period
In the year-to-date period, CSRIX achieves a 3.27% return, which is significantly higher than FXNAX's 1.57% return. Over the past 10 years, CSRIX has outperformed FXNAX with an annualized return of 2.68%, while FXNAX has yielded a comparatively lower 1.27% annualized return.
CSRIX
3.27%
6.48%
-3.76%
16.32%
8.74%
2.68%
FXNAX
1.57%
-1.62%
0.88%
5.04%
-1.24%
1.27%
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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 Rank
CSRIX
FXNAX
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 2.90%, less than FXNAX's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.90% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 10.43% | 6.33% | 6.98% | 12.61% | 13.63% | 5.73% |
FXNAX Fidelity U.S. Bond Index Fund | 3.16% | 3.40% | 2.91% | 2.43% | 2.06% | 3.07% | 2.67% | 2.73% | 2.58% | 2.54% | 2.75% | 2.59% |
Drawdowns
CSRIX vs. FXNAX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -76.32%, which is greater than FXNAX's maximum drawdown of -19.64%. 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 8.43% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.93%. 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.