Correlation
The correlation between CSRIX and VNQ 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.
CSRIX vs. VNQ
Compare and contrast key facts about Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate ETF (VNQ).
CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRIX or VNQ.
Performance
CSRIX vs. VNQ - Performance Comparison
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Key characteristics
CSRIX:
0.94
VNQ:
0.86
CSRIX:
1.26
VNQ:
1.12
CSRIX:
1.16
VNQ:
1.15
CSRIX:
0.76
VNQ:
0.56
CSRIX:
2.56
VNQ:
2.34
CSRIX:
5.92%
VNQ:
5.82%
CSRIX:
17.63%
VNQ:
18.20%
CSRIX:
-72.32%
VNQ:
-73.07%
CSRIX:
-6.57%
VNQ:
-12.42%
Returns By Period
In the year-to-date period, CSRIX achieves a 3.58% return, which is significantly higher than VNQ's 1.30% return. Over the past 10 years, CSRIX has outperformed VNQ with an annualized return of 7.02%, while VNQ has yielded a comparatively lower 5.25% annualized return.
CSRIX
3.58%
1.78%
-5.67%
16.52%
2.25%
8.82%
7.02%
VNQ
1.30%
1.48%
-7.60%
15.51%
0.25%
6.90%
5.25%
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CSRIX vs. VNQ - Expense Ratio Comparison
CSRIX has a 0.76% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
CSRIX vs. VNQ — Risk-Adjusted Performance Rank
CSRIX
VNQ
CSRIX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate ETF (VNQ). 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.
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Dividends
CSRIX vs. VNQ - Dividend Comparison
CSRIX's dividend yield for the trailing twelve months is around 2.89%, less than VNQ's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRIX Cohen & Steers Institutional Realty Shares | 2.89% | 2.97% | 3.04% | 4.93% | 3.87% | 4.91% | 10.67% | 6.33% | 6.98% | 12.61% | 13.63% | 5.73% |
VNQ Vanguard Real Estate ETF | 4.07% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
CSRIX vs. VNQ - Drawdown Comparison
The maximum CSRIX drawdown since its inception was -72.32%, roughly equal to the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for CSRIX and VNQ.
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Volatility
CSRIX vs. VNQ - Volatility Comparison
Cohen & Steers Institutional Realty Shares (CSRIX) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.61% and 4.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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