PSF vs. CSRSX
Compare and contrast key facts about Cohen & Steers Select Preferred and Income Fund (PSF) and Cohen & Steers Realty Shares Fund (CSRSX).
PSF is managed by Cohen & Steers. CSRSX is managed by Cohen & Steers. It was launched on Jul 2, 1991.
Performance
PSF vs. CSRSX - Performance Comparison
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PSF vs. CSRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | -2.58% | 10.63% | 12.84% | 9.88% | -24.55% | 3.89% | -3.78% | 42.60% | -9.01% | 16.79% |
CSRSX Cohen & Steers Realty Shares Fund | 1.77% | 2.84% | 6.35% | 12.70% | -24.94% | 42.25% | -2.87% | 33.12% | -5.10% | 7.09% |
Returns By Period
In the year-to-date period, PSF achieves a -2.58% return, which is significantly lower than CSRSX's 1.77% return. Over the past 10 years, PSF has underperformed CSRSX with an annualized return of 5.44%, while CSRSX has yielded a comparatively higher 6.01% annualized return.
PSF
- 1D
- 2.21%
- 1M
- -4.29%
- YTD
- -2.58%
- 6M
- -3.17%
- 1Y
- 4.58%
- 3Y*
- 10.65%
- 5Y*
- 0.77%
- 10Y*
- 5.44%
CSRSX
- 1D
- 0.30%
- 1M
- -7.10%
- YTD
- 1.77%
- 6M
- -0.98%
- 1Y
- 1.43%
- 3Y*
- 7.00%
- 5Y*
- 4.29%
- 10Y*
- 6.01%
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PSF vs. CSRSX - Expense Ratio Comparison
PSF has a 4.28% expense ratio, which is higher than CSRSX's 0.88% expense ratio.
Return for Risk
PSF vs. CSRSX — Risk / Return Rank
PSF
CSRSX
PSF vs. CSRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Select Preferred and Income Fund (PSF) 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.
| PSF | CSRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.14 | +0.27 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.30 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | 0.19 | +0.26 |
Martin ratioReturn relative to average drawdown | 1.78 | 0.67 | +1.11 |
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
| PSF | CSRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.14 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.23 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.29 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.44 | -0.07 |
Correlation
The correlation between PSF and CSRSX is 0.29, 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
PSF vs. CSRSX - Dividend Comparison
PSF's dividend yield for the trailing twelve months is around 7.80%, more than CSRSX's 2.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSF Cohen & Steers Select Preferred and Income Fund | 7.80% | 7.46% | 7.65% | 8.29% | 8.65% | 9.08% | 7.02% | 6.55% | 8.68% | 7.70% | 9.35% | 8.81% |
CSRSX Cohen & Steers Realty Shares Fund | 2.30% | 3.00% | 2.60% | 3.50% | 7.52% | 3.68% | 4.73% | 16.29% | 5.36% | 8.88% | 13.49% | 13.37% |
Drawdowns
PSF vs. CSRSX - Drawdown Comparison
The maximum PSF drawdown since its inception was -55.01%, smaller than the maximum CSRSX drawdown of -72.51%. Use the drawdown chart below to compare losses from any high point for PSF and CSRSX.
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Drawdown Indicators
| PSF | CSRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.01% | -72.51% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -11.35% | +1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -40.80% | -31.65% | -9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -41.66% | -13.35% |
Current DrawdownCurrent decline from peak | -11.45% | -7.50% | -3.95% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -9.87% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.28% | -0.88% |
Volatility
PSF vs. CSRSX - Volatility Comparison
Cohen & Steers Select Preferred and Income Fund (PSF) has a higher volatility of 4.65% compared to Cohen & Steers Realty Shares Fund (CSRSX) at 4.30%. This indicates that PSF's price experiences larger fluctuations and is considered to be riskier than CSRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSF | CSRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.30% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 9.79% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 16.04% | -4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 18.63% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 20.55% | +0.56% |