CSRSX vs. PISHX
Compare and contrast key facts about Cohen & Steers Realty Shares Fund (CSRSX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX).
CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991. PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019.
Performance
CSRSX vs. PISHX - Performance Comparison
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CSRSX vs. PISHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSRSX Cohen & Steers Realty Shares Fund | 1.77% | 2.84% | 6.35% | 12.70% | -24.94% | 42.25% | -2.87% | 18.28% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | -1.14% | 9.65% | 12.50% | 7.91% | -11.73% | 4.30% | 8.57% | 12.46% |
Returns By Period
In the year-to-date period, CSRSX achieves a 1.77% return, which is significantly higher than PISHX's -1.14% 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%
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
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CSRSX vs. PISHX - Expense Ratio Comparison
CSRSX has a 0.88% expense ratio, which is higher than PISHX's 0.00% expense ratio.
Return for Risk
CSRSX vs. PISHX — Risk / Return Rank
CSRSX
PISHX
CSRSX vs. PISHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Realty Shares Fund (CSRSX) and Cohen & Steers Preferred Securities and Income SMA Shares (PISHX). 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 | PISHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 2.13 | -1.99 |
Sortino ratioReturn per unit of downside risk | 0.30 | 2.66 | -2.36 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.54 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.93 | -1.74 |
Martin ratioReturn relative to average drawdown | 0.67 | 8.68 | -8.01 |
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 | PISHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 2.13 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.89 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.77 | -0.33 |
Correlation
The correlation between CSRSX and PISHX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CSRSX vs. PISHX - Dividend Comparison
CSRSX's dividend yield for the trailing twelve months is around 2.30%, less than PISHX's 5.12% 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% |
PISHX Cohen & Steers Preferred Securities and Income SMA Shares | 5.12% | 5.52% | 5.89% | 5.92% | 5.45% | 4.25% | 4.59% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSRSX vs. PISHX - Drawdown Comparison
The maximum CSRSX drawdown since its inception was -72.51%, which is greater than PISHX's maximum drawdown of -27.12%. Use the drawdown chart below to compare losses from any high point for CSRSX and PISHX.
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Drawdown Indicators
| CSRSX | PISHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.51% | -27.12% | -45.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -3.46% | -7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -31.65% | -19.14% | -12.51% |
Max Drawdown (10Y)Largest decline over 10 years | -41.66% | — | — |
Current DrawdownCurrent decline from peak | -7.50% | -2.83% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -4.03% | -5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 0.77% | +2.51% |
Volatility
CSRSX vs. PISHX - Volatility Comparison
Cohen & Steers Realty Shares Fund (CSRSX) has a higher volatility of 4.30% compared to Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) at 1.22%. This indicates that CSRSX's price experiences larger fluctuations and is considered to be riskier than PISHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSRSX | PISHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.22% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 1.76% | +8.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 3.22% | +12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 4.54% | +14.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 7.43% | +13.12% |