PISHX vs. CSDIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998.
Performance
PISHX vs. CSDIX - Performance Comparison
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PISHX vs. CSDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 1.50% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 17.51% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than CSDIX's 1.50% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
CSDIX
- 1D
- 0.28%
- 1M
- -7.26%
- YTD
- 1.50%
- 6M
- -0.03%
- 1Y
- 2.37%
- 3Y*
- 7.60%
- 5Y*
- 4.34%
- 10Y*
- 6.33%
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PISHX vs. CSDIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CSDIX's 0.84% expense ratio.
Return for Risk
PISHX vs. CSDIX — Risk / Return Rank
PISHX
CSDIX
PISHX vs. CSDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) 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.
| PISHX | CSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 0.19 | +1.94 |
Sortino ratioReturn per unit of downside risk | 2.66 | 0.37 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.05 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 0.26 | +1.67 |
Martin ratioReturn relative to average drawdown | 8.68 | 1.03 | +7.65 |
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
| PISHX | CSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 0.19 | +1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.23 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.34 | +0.43 |
Correlation
The correlation between PISHX and CSDIX is 0.34, 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
PISHX vs. CSDIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, more than CSDIX's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.03% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
Drawdowns
PISHX vs. CSDIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum CSDIX drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for PISHX and CSDIX.
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Drawdown Indicators
| PISHX | CSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -72.37% | +45.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -11.83% | +8.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -33.09% | +13.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.68% | — |
Current DrawdownCurrent decline from peak | -2.83% | -7.65% | +4.82% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -11.00% | +6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 2.98% | -2.21% |
Volatility
PISHX vs. CSDIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.22%, while Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a volatility of 4.29%. This indicates that PISHX 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
| PISHX | CSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 4.29% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.50% | -7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 15.99% | -12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 18.66% | -14.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 20.84% | -13.41% |