GRIFX vs. CSRIX
Compare and contrast key facts about Apollo Diversified Real Estate Fund Class I (GRIFX) and Cohen & Steers Institutional Realty Shares (CSRIX).
GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Performance
GRIFX vs. CSRIX - Performance Comparison
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GRIFX vs. CSRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRIFX Apollo Diversified Real Estate Fund Class I | 1.73% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.92% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 36.11% | -4.68% | 6.71% |
Returns By Period
In the year-to-date period, GRIFX achieves a 1.73% return, which is significantly lower than CSRIX's 2.92% return. Over the past 10 years, GRIFX has underperformed CSRIX with an annualized return of 4.46%, while CSRIX has yielded a comparatively higher 6.43% annualized return.
GRIFX
- 1D
- 0.24%
- 1M
- -1.27%
- YTD
- 1.73%
- 6M
- 1.39%
- 1Y
- 2.95%
- 3Y*
- 1.50%
- 5Y*
- 3.73%
- 10Y*
- 4.46%
CSRIX
- 1D
- 1.02%
- 1M
- -6.52%
- YTD
- 2.92%
- 6M
- 0.23%
- 1Y
- 2.69%
- 3Y*
- 7.46%
- 5Y*
- 4.15%
- 10Y*
- 6.43%
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GRIFX vs. CSRIX - Expense Ratio Comparison
GRIFX has a 2.23% expense ratio, which is higher than CSRIX's 0.76% expense ratio.
Return for Risk
GRIFX vs. CSRIX — Risk / Return Rank
GRIFX
CSRIX
GRIFX vs. CSRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Diversified Real Estate Fund Class I (GRIFX) and Cohen & Steers Institutional Realty Shares (CSRIX). 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.
| GRIFX | CSRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.18 | +0.47 |
Sortino ratioReturn per unit of downside risk | 0.94 | 0.35 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.05 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.34 | +0.51 |
Martin ratioReturn relative to average drawdown | 3.72 | 1.18 | +2.54 |
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
| GRIFX | CSRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.18 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.23 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 0.32 | +0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.32 | +0.70 |
Correlation
The correlation between GRIFX and CSRIX 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
GRIFX vs. CSRIX - Dividend Comparison
GRIFX's dividend yield for the trailing twelve months is around 5.28%, more than CSRIX's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRIFX Apollo Diversified Real Estate Fund Class I | 5.28% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.38% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
Drawdowns
GRIFX vs. CSRIX - Drawdown Comparison
The maximum GRIFX drawdown since its inception was -14.29%, smaller than the maximum CSRIX drawdown of -41.45%. Use the drawdown chart below to compare losses from any high point for GRIFX and CSRIX.
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Drawdown Indicators
| GRIFX | CSRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.29% | -41.45% | +27.16% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -11.41% | +7.80% |
Max Drawdown (5Y)Largest decline over 5 years | -14.29% | -31.79% | +17.50% |
Max Drawdown (10Y)Largest decline over 10 years | -14.29% | -41.45% | +27.16% |
Current DrawdownCurrent decline from peak | -4.02% | -6.52% | +2.50% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -8.91% | +5.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 3.25% | -2.42% |
Volatility
GRIFX vs. CSRIX - Volatility Comparison
The current volatility for Apollo Diversified Real Estate Fund Class I (GRIFX) is 0.88%, while Cohen & Steers Institutional Realty Shares (CSRIX) has a volatility of 4.43%. This indicates that GRIFX experiences smaller price fluctuations and is considered to be less risky than CSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRIFX | CSRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 4.43% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.48% | 9.74% | -7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.58% | 16.03% | -11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 18.56% | -13.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 20.48% | -15.86% |