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 0.09, 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
Key characteristics
CSRIX:
0.64
FXNAX:
1.13
CSRIX:
0.98
FXNAX:
1.70
CSRIX:
1.13
FXNAX:
1.20
CSRIX:
0.47
FXNAX:
0.41
CSRIX:
2.11
FXNAX:
2.81
CSRIX:
5.30%
FXNAX:
2.12%
CSRIX:
17.45%
FXNAX:
5.29%
CSRIX:
-76.32%
FXNAX:
-19.64%
CSRIX:
-12.40%
FXNAX:
-8.85%
Returns By Period
In the year-to-date period, CSRIX achieves a -1.29% return, which is significantly lower than FXNAX's 1.37% return. Over the past 10 years, CSRIX has outperformed FXNAX with an annualized return of 2.20%, while FXNAX has yielded a comparatively lower 1.13% annualized return.
CSRIX
-1.29%
-2.99%
-8.98%
12.85%
7.55%
2.20%
FXNAX
1.37%
-0.48%
-0.46%
6.07%
-1.30%
1.13%
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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 3.03%, less than FXNAX's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 3.03% | 2.97% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% |
FXNAX Fidelity U.S. Bond Index Fund | 3.14% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 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 9.37% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.90%. 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.