PISHX vs. CSRIX
Compare and contrast key facts about Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) and Cohen & Steers Institutional Realty Shares (CSRIX).
PISHX is managed by Cohen & Steers. It was launched on Feb 28, 2019. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Performance
PISHX vs. CSRIX - Performance Comparison
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PISHX vs. CSRIX - 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% |
CSRIX Cohen & Steers Institutional Realty Shares | 1.88% | 3.10% | 6.26% | 12.75% | -25.15% | 42.40% | -2.55% | 21.01% |
Returns By Period
In the year-to-date period, PISHX achieves a -1.14% return, which is significantly lower than CSRIX's 1.88% return.
PISHX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -1.14%
- 6M
- 0.08%
- 1Y
- 6.86%
- 3Y*
- 10.90%
- 5Y*
- 4.03%
- 10Y*
- —
CSRIX
- 1D
- 0.29%
- 1M
- -7.07%
- YTD
- 1.88%
- 6M
- -0.74%
- 1Y
- 1.82%
- 3Y*
- 7.10%
- 5Y*
- 4.32%
- 10Y*
- 6.32%
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PISHX vs. CSRIX - Expense Ratio Comparison
PISHX has a 0.00% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Return for Risk
PISHX vs. CSRIX — Risk / Return Rank
PISHX
CSRIX
PISHX vs. CSRIX - 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 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.
| PISHX | CSRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 0.16 | +1.97 |
Sortino ratioReturn per unit of downside risk | 2.66 | 0.33 | +2.33 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.04 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 0.23 | +1.71 |
Martin ratioReturn relative to average drawdown | 8.68 | 0.80 | +7.88 |
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 | CSRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 0.16 | +1.97 |
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 | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.31 | +0.46 |
Correlation
The correlation between PISHX and CSRIX is 0.33, 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. CSRIX - Dividend Comparison
PISHX's dividend yield for the trailing twelve months is around 5.12%, more than CSRIX's 2.40% 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% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.40% | 3.14% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 12.97% | 5.45% | 6.28% | 12.61% | 13.63% |
Drawdowns
PISHX vs. CSRIX - Drawdown Comparison
The maximum PISHX drawdown since its inception was -27.12%, smaller than the maximum CSRIX drawdown of -41.45%. Use the drawdown chart below to compare losses from any high point for PISHX and CSRIX.
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Drawdown Indicators
| PISHX | CSRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.12% | -41.45% | +14.33% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -11.41% | +7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -31.79% | +12.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.45% | — |
Current DrawdownCurrent decline from peak | -2.83% | -7.47% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -8.91% | +4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 3.22% | -2.45% |
Volatility
PISHX vs. CSRIX - Volatility Comparison
The current volatility for Cohen & Steers Preferred Securities and Income SMA Shares (PISHX) is 1.22%, while Cohen & Steers Institutional Realty Shares (CSRIX) has a volatility of 4.28%. This indicates that PISHX 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
| PISHX | CSRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 4.28% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 9.73% | -7.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 16.03% | -12.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.54% | 18.56% | -14.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.43% | 20.48% | -13.05% |