JIREX vs. CSDIX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998.
Performance
JIREX vs. CSDIX - Performance Comparison
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JIREX vs. CSDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 4.72% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 2.48% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
Returns By Period
In the year-to-date period, JIREX achieves a 3.94% return, which is significantly higher than CSDIX's 2.48% return. Over the past 10 years, JIREX has underperformed CSDIX with an annualized return of 4.86%, while CSDIX has yielded a comparatively higher 6.43% annualized return.
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
CSDIX
- 1D
- 0.96%
- 1M
- -6.76%
- YTD
- 2.48%
- 6M
- 0.82%
- 1Y
- 3.18%
- 3Y*
- 7.95%
- 5Y*
- 4.13%
- 10Y*
- 6.43%
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JIREX vs. CSDIX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is higher than CSDIX's 0.84% expense ratio.
Return for Risk
JIREX vs. CSDIX — Risk / Return Rank
JIREX
CSDIX
JIREX vs. CSDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Real Estate Securities Fund (JIREX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX). 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.
| JIREX | CSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.21 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.52 | 0.40 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.05 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.36 | -0.24 |
Martin ratioReturn relative to average drawdown | 0.41 | 1.41 | -1.00 |
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
| JIREX | CSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.21 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.22 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.31 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.34 | -0.12 |
Correlation
The correlation between JIREX and CSDIX is 0.97, 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
JIREX vs. CSDIX - Dividend Comparison
JIREX has not paid dividends to shareholders, while CSDIX's dividend yield for the trailing twelve months is around 3.00%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.00% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
Drawdowns
JIREX vs. CSDIX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, roughly equal to the maximum CSDIX drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for JIREX and CSDIX.
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Drawdown Indicators
| JIREX | CSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -72.37% | -0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -11.83% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -33.09% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | -42.68% | +1.45% |
Current DrawdownCurrent decline from peak | -8.29% | -6.76% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -11.00% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 3.01% | +1.94% |
Volatility
JIREX vs. CSDIX - Volatility Comparison
The current volatility for JHancock Real Estate Securities Fund (JIREX) is 4.16%, while Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a volatility of 4.42%. This indicates that JIREX experiences smaller price fluctuations and is considered to be less risky than CSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIREX | CSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.42% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.49% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 15.98% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 18.67% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 20.84% | +0.18% |