CSRIX vs. PISHX
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019.
Performance
CSRIX vs. PISHX - Performance Comparison
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CSRIX vs. PISHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 21.01% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.23% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
Returns By Period
In the year-to-date period, CSRIX achieves a 2.92% return, which is significantly higher than PISHX's -1.23% 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%
PISHX
- 1D
- -0.10%
- 1M
- -2.29%
- YTD
- -1.23%
- 6M
- -0.02%
- 1Y
- 6.65%
- 3Y*
- 10.87%
- 5Y*
- 3.97%
- 10Y*
- —
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CSRIX vs. PISHX - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than PISHX's 0.00% expense ratio.
Return for Risk
CSRIX vs. PISHX — Risk / Return Rank
CSRIX
PISHX
CSRIX vs. PISHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX). 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 | PISHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 2.12 | -1.94 |
Sortino ratioReturn per unit of downside risk | 0.35 | 2.65 | -2.30 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.53 | -0.49 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.93 | -1.60 |
Martin ratioReturn relative to average drawdown | 1.18 | 8.44 | -7.26 |
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 | PISHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 2.12 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.88 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.77 | -0.45 |
Correlation
The correlation between CSRIX and PISHX is 0.33, 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. PISHX - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.38%, less than PISHX's 5.13% 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% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.13% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSRIX vs. PISHX - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, which is greater than PISHX's maximum drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for CSRIX and PISHX.
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Drawdown Indicators
| CSRIX | PISHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -27.12% | -14.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -3.46% | -7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -19.14% | -12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | — | — |
Current DrawdownCurrent decline from peak | -6.52% | -2.92% | -3.60% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -4.03% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 0.79% | +2.46% |
Volatility
CSRIX vs. PISHX - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) has a higher volatility of 4.43% compared to Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) at 1.19%. This indicates that CSRIX's price experiences larger fluctuations and is considered to be riskier than PISHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | PISHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 1.19% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 1.77% | +7.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 3.22% | +12.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 4.54% | +14.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 7.42% | +13.06% |