CSRSX vs. FIREX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and Fidelity International Real Estate Fund (FIREX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. FIREX is managed by Fidelity. It was launched on Sep 8, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRSX or FIREX.
Key characteristics
| CSRSX | FIREX | |
|---|---|---|
| YTD Return | 12.30% | -6.19% |
| 1Y Return | 24.53% | 1.48% |
| 3Y Return (Ann) | -1.76% | -11.68% |
| 5Y Return (Ann) | 3.94% | -3.55% |
| 10Y Return (Ann) | 2.03% | 1.40% |
| Sharpe Ratio | 1.90 | 0.46 |
| Sortino Ratio | 2.69 | 0.77 |
| Omega Ratio | 1.34 | 1.09 |
| Calmar Ratio | 1.15 | 0.16 |
| Martin Ratio | 8.68 | 1.21 |
| Ulcer Index | 3.58% | 4.78% |
| Daily Std Dev | 16.37% | 12.60% |
| Max Drawdown | -77.14% | -74.26% |
| Current Drawdown | -9.18% | -34.06% |
Correlation
The correlation between CSRSX and FIREX is 0.50, 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
CSRSX vs. FIREX - Performance Comparison
In the year-to-date period, CSRSX achieves a 12.30% return, which is significantly higher than FIREX's -6.19% return. Over the past 10 years, CSRSX has outperformed FIREX with an annualized return of 2.03%, while FIREX has yielded a comparatively lower 1.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CSRSX vs. FIREX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is lower than FIREX's 0.95% expense ratio.
Risk-Adjusted Performance
CSRSX vs. FIREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and Fidelity International Real Estate Fund (FIREX). 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.
Dividends
CSRSX vs. FIREX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.69%, less than FIREX's 4.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.69% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% | 2.50% |
FIREX Fidelity International Real Estate Fund | 4.11% | 1.86% | 0.44% | 3.76% | 1.77% | 2.18% | 1.72% | 2.09% | 1.55% | 4.16% | 6.23% | 3.71% |
Drawdowns
CSRSX vs. FIREX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -77.14%, roughly equal to the maximum FIREX drawdown of -74.26%. Use the drawdown chart below to compare losses from any high point for CSRSX and FIREX. For additional features, visit the drawdowns tool.
Volatility
CSRSX vs. FIREX - Volatility Comparison
Cohen & Steers Realty Shares Fund (CSRSX) has a higher volatility of 5.18% compared to Fidelity International Real Estate Fund (FIREX) at 3.20%. This indicates that CSRSX's price experiences larger fluctuations and is considered to be riskier than FIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.