CSRSX vs. GRIFX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and Apollo Diversified Real Estate Fund Class I (GRIFX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014.
Performance
CSRSX vs. GRIFX - Performance Comparison
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CSRSX vs. GRIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 1.77% | 2.84% | 6.35% | 12.70% | -24.94% | 42.25% | -2.87% | 33.12% | -5.10% | 7.09% |
GRIFX Apollo Diversified Real Estate Fund Class I | 1.48% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
Returns By Period
In the year-to-date period, CSRSX achieves a 1.77% return, which is significantly higher than GRIFX's 1.48% return. Over the past 10 years, CSRSX has outperformed GRIFX with an annualized return of 6.01%, while GRIFX has yielded a comparatively lower 4.44% annualized return.
CSRSX
- 1D
- 0.30%
- 1M
- -7.10%
- YTD
- 1.77%
- 6M
- -0.98%
- 1Y
- 1.43%
- 3Y*
- 7.00%
- 5Y*
- 4.29%
- 10Y*
- 6.01%
GRIFX
- 1D
- 0.12%
- 1M
- -1.43%
- YTD
- 1.48%
- 6M
- 1.19%
- 1Y
- 2.70%
- 3Y*
- 1.42%
- 5Y*
- 3.78%
- 10Y*
- 4.44%
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CSRSX vs. GRIFX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is lower than GRIFX's 2.23% expense ratio.
Return for Risk
CSRSX vs. GRIFX — Risk / Return Rank
CSRSX
GRIFX
CSRSX vs. GRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and Apollo Diversified Real Estate Fund Class I (GRIFX). 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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.64 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.93 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.13 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 0.74 | -0.54 |
Martin ratioReturn relative to average drawdown | 0.67 | 3.24 | -2.57 |
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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.64 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.68 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.96 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.01 | -0.57 |
Correlation
The correlation between CSRSX and GRIFX is 0.88, 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. GRIFX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.30%, less than GRIFX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.30% | 3.00% | 2.60% | 3.50% | 7.52% | 3.68% | 4.73% | 16.29% | 5.36% | 8.88% | 13.49% | 13.37% |
GRIFX Apollo Diversified Real Estate Fund Class I | 5.30% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
Drawdowns
CSRSX vs. GRIFX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -72.51%, which is greater than GRIFX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for CSRSX and GRIFX.
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Drawdown Indicators
| CSRSX | GRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.51% | -14.29% | -58.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -3.61% | -7.74% |
Max Drawdown (5Y)Largest decline over 5 years | -31.65% | -14.29% | -17.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | -14.29% | -27.37% |
Current DrawdownCurrent decline from peak | -7.50% | -4.25% | -3.25% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -3.38% | -6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 0.82% | +2.46% |
Volatility
CSRSX vs. GRIFX - Volatility Comparison
Cohen & Steers Realty Shares Fund (CSRSX) has a higher volatility of 4.30% compared to Apollo Diversified Real Estate Fund Class I (GRIFX) at 0.83%. This indicates that CSRSX's price experiences larger fluctuations and is considered to be riskier than GRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRSX | GRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 0.83% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 2.47% | +7.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 4.59% | +11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 5.56% | +13.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 4.62% | +15.93% |