CSRSX vs. CRARX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and MainStay CBRE Real Estate Fund (CRARX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
CSRSX vs. CRARX - Performance Comparison
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CSRSX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.82% | 2.84% | 6.35% | 12.70% | -24.94% | 42.25% | -2.87% | 33.12% | -5.10% | 7.09% |
CRARX MainStay CBRE Real Estate Fund | 4.03% | -0.28% | 0.71% | 13.50% | -26.95% | 52.55% | -6.50% | 28.29% | -8.00% | 5.23% |
Returns By Period
In the year-to-date period, CSRSX achieves a 2.82% return, which is significantly lower than CRARX's 4.03% return. Over the past 10 years, CSRSX has outperformed CRARX with an annualized return of 6.12%, while CRARX has yielded a comparatively lower 4.31% annualized return.
CSRSX
- 1D
- 1.03%
- 1M
- -6.55%
- YTD
- 2.82%
- 6M
- 0.01%
- 1Y
- 2.33%
- 3Y*
- 7.37%
- 5Y*
- 4.12%
- 10Y*
- 6.12%
CRARX
- 1D
- 0.67%
- 1M
- -7.02%
- YTD
- 4.03%
- 6M
- 1.92%
- 1Y
- 2.02%
- 3Y*
- 4.89%
- 5Y*
- 3.16%
- 10Y*
- 4.31%
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CSRSX vs. CRARX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is higher than CRARX's 0.83% expense ratio.
Return for Risk
CSRSX vs. CRARX — Risk / Return Rank
CSRSX
CRARX
CSRSX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and MainStay CBRE Real Estate Fund (CRARX). 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.
| CSRSX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.13 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.28 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 0.26 | +0.05 |
Martin ratioReturn relative to average drawdown | 1.05 | 1.02 | +0.03 |
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
| CSRSX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.13 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.17 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.20 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.32 | +0.12 |
Correlation
The correlation between CSRSX and CRARX is 0.98, 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
CSRSX vs. CRARX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.28%, more than CRARX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.28% | 3.00% | 2.60% | 3.50% | 7.52% | 3.68% | 4.73% | 16.29% | 5.36% | 8.88% | 13.49% | 13.37% |
CRARX MainStay CBRE Real Estate Fund | 1.66% | 2.57% | 1.80% | 3.36% | 34.64% | 4.37% | 1.77% | 15.57% | 30.33% | 21.82% | 8.85% | 7.27% |
Drawdowns
CSRSX vs. CRARX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -72.51%, roughly equal to the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for CSRSX and CRARX.
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Drawdown Indicators
| CSRSX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.51% | -72.66% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.25% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -31.65% | -35.43% | +3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -45.19% | +3.53% |
Current DrawdownCurrent decline from peak | -6.55% | -13.38% | +6.83% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -12.61% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.07% | +0.23% |
Volatility
CSRSX vs. CRARX - Volatility Comparison
Cohen & Steers Realty Shares Fund (CSRSX) has a higher volatility of 4.45% compared to MainStay CBRE Real Estate Fund (CRARX) at 4.16%. This indicates that CSRSX's price experiences larger fluctuations and is considered to be riskier than CRARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRSX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.16% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 9.01% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 15.89% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 18.98% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.56% | 21.29% | -0.73% |