POSIX vs. CSRSX
Compare and contrast key facts about Principal Global Real Estate Securities Fund (POSIX) and Cohen & Steers Realty Shares Fund (CSRSX).
POSIX is managed by Principal. It was launched on Sep 30, 2007. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POSIX or CSRSX.
Key characteristics
POSIX | CSRSX | |
---|---|---|
YTD Return | 10.25% | 15.63% |
1Y Return | 26.07% | 31.96% |
3Y Return (Ann) | -1.29% | 3.10% |
5Y Return (Ann) | 2.12% | 6.23% |
10Y Return (Ann) | 5.03% | 8.87% |
Sharpe Ratio | 1.41 | 1.55 |
Daily Std Dev | 16.20% | 17.80% |
Max Drawdown | -68.45% | -72.51% |
Current Drawdown | -9.68% | -2.19% |
Correlation
The correlation between POSIX and CSRSX 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.
Performance
POSIX vs. CSRSX - Performance Comparison
In the year-to-date period, POSIX achieves a 10.25% return, which is significantly lower than CSRSX's 15.63% return. Over the past 10 years, POSIX has underperformed CSRSX with an annualized return of 5.03%, while CSRSX has yielded a comparatively higher 8.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POSIX vs. CSRSX - Expense Ratio Comparison
POSIX has a 0.94% expense ratio, which is higher than CSRSX's 0.88% expense ratio.
Risk-Adjusted Performance
POSIX vs. CSRSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Global Real Estate Securities Fund (POSIX) and Cohen & Steers Realty Shares Fund (CSRSX). 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.
Dividends
POSIX vs. CSRSX - Dividend Comparison
POSIX's dividend yield for the trailing twelve months is around 2.36%, less than CSRSX's 3.12% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Principal Global Real Estate Securities Fund | 2.36% | 2.61% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% | 3.18% | 6.17% |
Cohen & Steers Realty Shares Fund | 3.12% | 3.50% | 7.52% | 3.68% | 4.73% | 15.79% | 6.49% | 8.88% | 13.49% | 13.37% | 6.07% | 5.90% |
Drawdowns
POSIX vs. CSRSX - Drawdown Comparison
The maximum POSIX drawdown since its inception was -68.45%, smaller than the maximum CSRSX drawdown of -72.51%. Use the drawdown chart below to compare losses from any high point for POSIX and CSRSX. For additional features, visit the drawdowns tool.
Volatility
POSIX vs. CSRSX - Volatility Comparison
Principal Global Real Estate Securities Fund (POSIX) and Cohen & Steers Realty Shares Fund (CSRSX) have volatilities of 3.25% and 3.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.