CSRIX vs. HLRRX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and LDR Real Estate Value Opportunity Fund (HLRRX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. HLRRX is managed by REMSGroup. It was launched on Dec 16, 2002.
Performance
CSRIX vs. HLRRX - Performance Comparison
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CSRIX vs. HLRRX - 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% |
HLRRX LDR Real Estate Value Opportunity Fund | 5.63% | -9.13% | 9.45% | 10.50% | -21.40% | 40.50% | -3.78% | 31.75% | -13.63% | -1.24% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly lower than HLRRX's 5.63% return. Over the past 10 years, CSRIX has outperformed HLRRX with an annualized return of 6.43%, while HLRRX has yielded a comparatively lower 4.18% 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%
HLRRX
- 1D
- 1.81%
- 1M
- -3.72%
- YTD
- 5.63%
- 6M
- 2.34%
- 1Y
- 0.20%
- 3Y*
- 5.28%
- 5Y*
- 2.02%
- 10Y*
- 4.18%
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CSRIX vs. HLRRX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than HLRRX's 1.14% expense ratio.
Return for Risk
CSRIX vs. HLRRX — Risk / Return Rank
CSRIX
HLRRX
CSRIX vs. HLRRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and LDR Real Estate Value Opportunity Fund (HLRRX). 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 | HLRRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.03 | +0.15 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.15 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.02 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.08 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.18 | 0.20 | +0.98 |
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 | HLRRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.03 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.12 | +0.11 |
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 | -0.01 |
Correlation
The correlation between CSRIX and HLRRX is 0.85, 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. HLRRX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, less than HLRRX's 7.60% 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% |
HLRRX LDR Real Estate Value Opportunity Fund | 7.60% | 9.39% | 4.93% | 5.50% | 13.71% | 17.02% | 9.10% | 2.44% | 2.68% | 17.61% | 15.94% | 10.13% |
Drawdowns
CSRIX vs. HLRRX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum HLRRX drawdown of -62.78%. Use the drawdown chart below to compare losses from any high point for CSRIX and HLRRX.
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Drawdown Indicators
| CSRIX | HLRRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -62.78% | +21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -11.74% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -28.99% | -2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -48.13% | +6.68% |
Current DrawdownCurrent decline from peak | -6.52% | -10.96% | +4.44% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -8.52% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 4.34% | -1.09% |
Volatility
CSRIX vs. HLRRX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.43% compared to LDR Real Estate Value Opportunity Fund (HLRRX) at 4.14%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than HLRRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | HLRRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 4.14% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 8.92% | +0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 15.60% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 17.57% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 20.81% | -0.33% |