CSRSX vs. O
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and Realty Income Corporation (O).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSRSX or O.
Correlation
The correlation between CSRSX and O is 0.70, 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. O - Performance Comparison
Key characteristics
CSRSX:
0.35
O:
-0.26
CSRSX:
0.57
O:
-0.24
CSRSX:
1.07
O:
0.97
CSRSX:
0.21
O:
-0.17
CSRSX:
1.32
O:
-0.54
CSRSX:
4.17%
O:
8.31%
CSRSX:
15.60%
O:
17.26%
CSRSX:
-77.14%
O:
-48.45%
CSRSX:
-15.06%
O:
-19.09%
Returns By Period
In the year-to-date period, CSRSX achieves a -1.40% return, which is significantly lower than O's 0.05% return. Over the past 10 years, CSRSX has underperformed O with an annualized return of 0.45%, while O has yielded a comparatively higher 5.10% annualized return.
CSRSX
-1.40%
-4.86%
-0.91%
6.10%
1.91%
0.45%
O
0.05%
-2.10%
-5.22%
-3.60%
-1.76%
5.10%
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Risk-Adjusted Performance
CSRSX vs. O — Risk-Adjusted Performance Rank
CSRSX
O
CSRSX vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and Realty Income Corporation (O). 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. O - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.82%, less than O's 5.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 2.82% | 2.78% | 2.95% | 3.32% | 1.59% | 2.54% | 2.63% | 3.89% | 2.70% | 3.09% | 3.84% | 2.29% |
O Realty Income Corporation | 5.90% | 5.38% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
CSRSX vs. O - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -77.14%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for CSRSX and O. For additional features, visit the drawdowns tool.
Volatility
CSRSX vs. O - Volatility Comparison
Cohen & Steers Realty Shares Fund (CSRSX) and Realty Income Corporation (O) have volatilities of 5.85% and 5.88%, 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.