PSR vs. RNP
Compare and contrast key facts about Invesco Active U.S. Real Estate Fund (PSR) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP).
PSR is an actively managed fund by Invesco. It was launched on Nov 20, 2008.
Performance
PSR vs. RNP - Performance Comparison
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PSR vs. RNP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 3.25% | 2.63% | 1.79% | 8.34% | -25.52% | 41.71% | -6.04% | 28.76% | -4.58% | 11.95% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 1.47% | 2.57% | 11.88% | 7.73% | -19.95% | 32.84% | 3.31% | 43.14% | -9.46% | 19.65% |
Returns By Period
In the year-to-date period, PSR achieves a 3.25% return, which is significantly higher than RNP's 1.47% return. Over the past 10 years, PSR has underperformed RNP with an annualized return of 4.86%, while RNP has yielded a comparatively higher 8.61% annualized return.
PSR
- 1D
- 1.59%
- 1M
- -6.40%
- YTD
- 3.25%
- 6M
- 1.32%
- 1Y
- 2.77%
- 3Y*
- 4.91%
- 5Y*
- 2.26%
- 10Y*
- 4.86%
RNP
- 1D
- 1.49%
- 1M
- -8.40%
- YTD
- 1.47%
- 6M
- -8.58%
- 1Y
- -3.31%
- 3Y*
- 8.75%
- 5Y*
- 4.03%
- 10Y*
- 8.61%
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Return for Risk
PSR vs. RNP — Risk / Return Rank
PSR
RNP
PSR vs. RNP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Active U.S. Real Estate Fund (PSR) and Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP). 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.
| PSR | RNP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | -0.20 | +0.38 |
Sortino ratioReturn per unit of downside risk | 0.34 | -0.16 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.98 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | -0.21 | +0.52 |
Martin ratioReturn relative to average drawdown | 1.22 | -0.48 | +1.70 |
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
| PSR | RNP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | -0.20 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.19 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.36 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.30 | +0.19 |
Correlation
The correlation between PSR and RNP is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PSR vs. RNP - Dividend Comparison
PSR's dividend yield for the trailing twelve months is around 2.62%, less than RNP's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSR Invesco Active U.S. Real Estate Fund | 2.62% | 2.56% | 3.06% | 2.93% | 2.95% | 2.12% | 3.09% | 2.55% | 2.64% | 0.14% | 3.60% | 3.20% |
RNP Cohen & Steers REIT and Preferred Income Fund, Inc. | 8.26% | 8.22% | 7.81% | 8.10% | 13.26% | 5.20% | 6.52% | 6.25% | 8.36% | 7.00% | 7.75% | 8.03% |
Drawdowns
PSR vs. RNP - Drawdown Comparison
The maximum PSR drawdown since its inception was -42.31%, smaller than the maximum RNP drawdown of -86.93%. Use the drawdown chart below to compare losses from any high point for PSR and RNP.
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Drawdown Indicators
| PSR | RNP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.31% | -86.93% | +44.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -12.94% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -34.81% | -36.19% | +1.38% |
Max Drawdown (10Y)Largest decline over 10 years | -42.31% | -56.68% | +14.37% |
Current DrawdownCurrent decline from peak | -12.97% | -8.93% | -4.04% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -13.20% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 5.72% | -2.66% |
Volatility
PSR vs. RNP - Volatility Comparison
The current volatility for Invesco Active U.S. Real Estate Fund (PSR) is 4.52%, while Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) has a volatility of 5.09%. This indicates that PSR experiences smaller price fluctuations and is considered to be less risky than RNP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSR | RNP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 5.09% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.83% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 16.66% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.50% | 20.82% | -2.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 24.20% | -3.90% |