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CSRIX vs. POAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between CSRIX and POAGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

CSRIX vs. POAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Institutional Realty Shares (CSRIX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
99.20%
280.12%
CSRIX
POAGX

Key characteristics

Sharpe Ratio

CSRIX:

0.99

POAGX:

-0.14

Sortino Ratio

CSRIX:

1.43

POAGX:

-0.02

Omega Ratio

CSRIX:

1.19

POAGX:

1.00

Calmar Ratio

CSRIX:

0.82

POAGX:

-0.08

Martin Ratio

CSRIX:

3.06

POAGX:

-0.34

Ulcer Index

CSRIX:

5.67%

POAGX:

10.41%

Daily Std Dev

CSRIX:

17.52%

POAGX:

25.75%

Max Drawdown

CSRIX:

-76.32%

POAGX:

-56.06%

Current Drawdown

CSRIX:

-8.36%

POAGX:

-33.72%

Returns By Period

In the year-to-date period, CSRIX achieves a 3.27% return, which is significantly higher than POAGX's -5.65% return. Over the past 10 years, CSRIX has outperformed POAGX with an annualized return of 2.68%, while POAGX has yielded a comparatively lower 1.72% annualized return.


CSRIX

YTD

3.27%

1M

6.48%

6M

-3.76%

1Y

16.32%

5Y*

8.74%

10Y*

2.68%

POAGX

YTD

-5.65%

1M

15.24%

6M

-12.29%

1Y

-7.70%

5Y*

0.88%

10Y*

1.72%

*Annualized

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CSRIX vs. POAGX - Expense Ratio Comparison

CSRIX has a 0.76% expense ratio, which is higher than POAGX's 0.65% expense ratio.


Risk-Adjusted Performance

CSRIX vs. POAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSRIX
The Risk-Adjusted Performance Rank of CSRIX is 7272
Overall Rank
The Sharpe Ratio Rank of CSRIX is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of CSRIX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of CSRIX is 7171
Omega Ratio Rank
The Calmar Ratio Rank of CSRIX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of CSRIX is 6666
Martin Ratio Rank

POAGX
The Risk-Adjusted Performance Rank of POAGX is 1111
Overall Rank
The Sharpe Ratio Rank of POAGX is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of POAGX is 1111
Sortino Ratio Rank
The Omega Ratio Rank of POAGX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of POAGX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of POAGX is 1010
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CSRIX vs. POAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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.


The current CSRIX Sharpe Ratio is 0.99, which is higher than the POAGX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of CSRIX and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.99
-0.20
CSRIX
POAGX

Dividends

CSRIX vs. POAGX - Dividend Comparison

CSRIX's dividend yield for the trailing twelve months is around 2.90%, less than POAGX's 10.49% yield.


TTM20242023202220212020201920182017201620152014
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%
POAGX
PrimeCap Odyssey Aggressive Growth Fund
10.49%9.90%5.54%10.78%11.10%7.84%10.65%7.82%0.86%8.31%6.27%4.67%

Drawdowns

CSRIX vs. POAGX - Drawdown Comparison

The maximum CSRIX drawdown since its inception was -76.32%, which is greater than POAGX's maximum drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for CSRIX and POAGX. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-8.36%
-33.72%
CSRIX
POAGX

Volatility

CSRIX vs. POAGX - Volatility Comparison

The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 8.43%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 12.42%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
8.43%
12.42%
CSRIX
POAGX