CSRIX vs. PSF
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Cohen & Steers Select Preferred and Income Fund (PSF).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. PSF is managed by Cohen & Steers.
Performance
CSRIX vs. PSF - Performance Comparison
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CSRIX vs. PSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
PSF Cohen & Steers Select Preferred and Income Fund | -2.58% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
Returns By Period
In the year-to-date period, CSRIX achieves a 1.88% return, which is significantly higher than PSF's -2.58% return. Over the past 10 years, CSRIX has outperformed PSF with an annualized return of 6.32%, while PSF has yielded a comparatively lower 5.44% annualized return.
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
PSF
- 1D
- 2.21%
- 1M
- -4.29%
- YTD
- -2.58%
- 6M
- -3.17%
- 1Y
- 4.58%
- 3Y*
- 10.65%
- 5Y*
- 0.77%
- 10Y*
- 5.44%
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CSRIX vs. PSF - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is lower than PSF's 4.28% expense ratio.
Return for Risk
CSRIX vs. PSF — Risk / Return Rank
CSRIX
PSF
CSRIX vs. PSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Cohen & Steers Select Preferred and Income Fund (PSF). 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 | PSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.41 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.33 | 0.59 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.10 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.45 | -0.23 |
Martin ratioReturn relative to average drawdown | 0.80 | 1.78 | -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 | PSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.41 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.05 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.26 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.37 | -0.06 |
Correlation
The correlation between CSRIX and PSF is 0.31, 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. PSF - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.40%, less than PSF's 7.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
PSF Cohen & Steers Select Preferred and Income Fund | 7.80% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
Drawdowns
CSRIX vs. PSF - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -41.45%, smaller than the maximum PSF drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for CSRIX and PSF.
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Drawdown Indicators
| CSRIX | PSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.45% | -55.01% | +13.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -9.42% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -40.80% | +9.01% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -55.01% | +13.56% |
Current DrawdownCurrent decline from peak | -7.47% | -11.45% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -10.00% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.40% | +0.82% |
Volatility
CSRIX vs. PSF - Volatility Comparison
The current volatility for Cohen & Steers Institutional Realty Shares (CSRIX) is 4.28%, while Cohen & Steers Select Preferred and Income Fund (PSF) has a volatility of 4.65%. This indicates that CSRIX experiences smaller price fluctuations and is considered to be less risky than PSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRIX | PSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.65% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 6.23% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 11.19% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.56% | 14.57% | +3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 21.11% | -0.63% |