CSUAX vs. CSZIX
CSUAX (Cohen & Steers Global Infrastructure Fund Class A) and CSZIX (Cohen & Steers Real Estate Securities Fund Class Z) are both mutual funds - CSUAX is a Global Equities fund tracking the FTSE Global Core Infrastructure 50/50 Index, while CSZIX is a REIT fund actively managed by Cohen & Steers. CSUAX is passively managed, while CSZIX is actively managed. Over the past 10 years, CSUAX returned 7.32%/yr vs 6.84%/yr for CSZIX. A 0.72 correlation means they provide meaningful diversification when combined. CSUAX charges 1.22%/yr vs 0.75%/yr for CSZIX.
Performance
CSUAX vs. CSZIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CSUAX achieves a 12.86% return, which is significantly lower than CSZIX's 14.62% return. Over the past 10 years, CSUAX has outperformed CSZIX with an annualized return of 7.32%, while CSZIX has yielded a comparatively lower 6.84% annualized return.
CSUAX
- 1D
- 0.50%
- 1M
- 1.26%
- 6M
- 12.82%
- YTD
- 12.86%
- 1Y
- 19.66%
- 3Y*
- 12.35%
- 5Y*
- 7.43%
- 10Y*
- 7.32%
CSZIX
- 1D
- 0.46%
- 1M
- -0.46%
- 6M
- 13.64%
- YTD
- 14.62%
- 1Y
- 14.43%
- 3Y*
- 10.32%
- 5Y*
- 3.94%
- 10Y*
- 6.84%
CSUAX vs. CSZIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 12.86% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 14.62% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
Correlation
The correlation between CSUAX and CSZIX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.72 |
The correlation between CSUAX and CSZIX has been stable across timeframes, ranging from 0.72 to 0.76 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSUAX vs. CSZIX — Risk / Return Rank
CSUAX
CSZIX
CSUAX vs. CSZIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) and Cohen & Steers Real Estate Securities Fund Class Z (CSZIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSUAX | CSZIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.18 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.26 | 1.80 | +1.46 |
| Martin ratioReturn relative to average drawdown | 10.28 | 5.44 | +4.84 |
Loading charts...
Drawdowns
CSUAX vs. CSZIX - Drawdown Comparison
The maximum CSUAX drawdown since its inception was -52.20%, which is greater than CSZIX's maximum drawdown of -42.71%. Use the drawdown chart below to compare losses from any high point for CSUAX and CSZIX.
Loading charts...
Drawdown Indicators
| CSUAX | CSZIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.20% | -42.71% | -9.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.99% | -7.96% | +1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -17.17% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -20.45% | -33.05% | +12.60% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -42.71% | +7.66% |
Current DrawdownCurrent decline from peak | -0.40% | -1.55% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -8.70% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 2.63% | -0.74% |
Volatility
CSUAX vs. CSZIX - Volatility Comparison
The current volatility for Cohen & Steers Global Infrastructure Fund Class A (CSUAX) is 3.46%, while Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) has a volatility of 4.86%. This indicates that CSUAX experiences smaller price fluctuations and is considered to be less risky than CSZIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSUAX | CSZIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 4.86% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 11.00% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.09% | 14.00% | -3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.00% | 18.76% | -5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.87% | 20.85% | -5.98% |
CSUAX vs. CSZIX - Expense Ratio Comparison
CSUAX has a 1.22% expense ratio, which is higher than CSZIX's 0.75% expense ratio.
Dividends
CSUAX vs. CSZIX - Dividend Comparison
CSUAX's dividend yield for the trailing twelve months is around 7.58%, more than CSZIX's 3.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.58% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.30% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
Frequently Asked Questions
CSUAX and CSZIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSZIX has higher volatility (4.86%) compared to CSUAX (3.46%). In terms of maximum drawdown, CSUAX dropped -52.20% vs CSZIX's -42.71%.
CSUAX currently has the higher Sharpe Ratio (1.94 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CSUAX and CSZIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer