CSZIX vs. CRARX
Compare and contrast key facts about Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) and MainStay CBRE Real Estate Fund (CRARX).
CSZIX is an actively managed fund by Cohen & Steers. It was launched on Oct 1, 2014. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
CSZIX vs. CRARX - Performance Comparison
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CSZIX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 1.50% | 4.41% | 6.81% | 13.26% | -26.21% | 41.81% | -1.64% | 31.95% | -4.17% | 8.18% |
CRARX MainStay CBRE Real Estate Fund | 3.34% | -0.28% | 0.71% | 13.50% | -26.95% | 52.55% | -6.50% | 28.29% | -8.00% | 5.23% |
Returns By Period
In the year-to-date period, CSZIX achieves a 1.50% return, which is significantly lower than CRARX's 3.34% return. Over the past 10 years, CSZIX has outperformed CRARX with an annualized return of 6.42%, while CRARX has yielded a comparatively lower 4.24% annualized return.
CSZIX
- 1D
- 0.34%
- 1M
- -7.21%
- YTD
- 1.50%
- 6M
- 0.05%
- 1Y
- 2.50%
- 3Y*
- 7.70%
- 5Y*
- 4.44%
- 10Y*
- 6.42%
CRARX
- 1D
- 0.38%
- 1M
- -7.31%
- YTD
- 3.34%
- 6M
- 1.44%
- 1Y
- 1.34%
- 3Y*
- 4.66%
- 5Y*
- 3.41%
- 10Y*
- 4.24%
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CSZIX vs. CRARX - Expense Ratio Comparison
CSZIX has a 0.75% expense ratio, which is lower than CRARX's 0.83% expense ratio.
Return for Risk
CSZIX vs. CRARX — Risk / Return Rank
CSZIX
CRARX
CSZIX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) and MainStay CBRE Real Estate Fund (CRARX). 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.
| CSZIX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.15 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.38 | 0.31 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.18 | +0.09 |
Martin ratioReturn relative to average drawdown | 1.07 | 0.71 | +0.36 |
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
| CSZIX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.15 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.18 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.20 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.32 | +0.01 |
Correlation
The correlation between CSZIX and CRARX is 0.98, 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
CSZIX vs. CRARX - Dividend Comparison
CSZIX's dividend yield for the trailing twelve months is around 3.10%, more than CRARX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSZIX Cohen & Steers Real Estate Securities Fund Class Z | 3.10% | 3.81% | 2.85% | 3.00% | 7.77% | 4.38% | 5.47% | 7.70% | 3.68% | 2.60% | 5.90% | 22.32% |
CRARX MainStay CBRE Real Estate Fund | 1.67% | 2.57% | 1.80% | 3.36% | 34.64% | 4.37% | 1.77% | 15.57% | 30.33% | 21.82% | 8.85% | 7.27% |
Drawdowns
CSZIX vs. CRARX - Drawdown Comparison
The maximum CSZIX drawdown since its inception was -42.71%, smaller than the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for CSZIX and CRARX.
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Drawdown Indicators
| CSZIX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.71% | -72.66% | +29.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -12.25% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -33.05% | -35.43% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -42.71% | -45.19% | +2.48% |
Current DrawdownCurrent decline from peak | -7.65% | -13.95% | +6.30% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -12.61% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.04% | -0.08% |
Volatility
CSZIX vs. CRARX - Volatility Comparison
Cohen & Steers Real Estate Securities Fund Class Z (CSZIX) has a higher volatility of 4.31% compared to MainStay CBRE Real Estate Fund (CRARX) at 4.09%. This indicates that CSZIX's price experiences larger fluctuations and is considered to be riskier than CRARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSZIX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 4.09% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 9.04% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 15.91% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 18.99% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 21.29% | -0.50% |