RA vs. RLTY
RA (Brookfield Real Assets Income Fund Inc.) is Multisector Bonds fund managed by Brookfield, while RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) is a stock. Over the past 3 years, RA returned 2.60%/yr vs 14.09%/yr for RLTY. At a 0.35 correlation, their price movements are largely independent.
Performance
RA vs. RLTY - Performance Comparison
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Returns By Period
In the year-to-date period, RA achieves a 6.28% return, which is significantly lower than RLTY's 14.33% return.
RA
- 1D
- 0.23%
- 1M
- 3.08%
- 6M
- 5.24%
- YTD
- 6.28%
- 1Y
- 9.85%
- 3Y*
- 2.60%
- 5Y*
- 1.00%
- 10Y*
- —
- ALL TIME*
- 6.11%
RLTY
- 1D
- -0.44%
- 1M
- 4.34%
- 6M
- 10.85%
- YTD
- 14.33%
- 1Y
- 14.11%
- 3Y*
- 14.09%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.61%
RA vs. RLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 6.28% | 8.32% | 15.87% | -9.02% | -10.71% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 14.33% | 8.56% | 15.40% | 14.05% | -28.45% |
Correlation
The correlation between RA and RLTY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.35 |
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Return for Risk
RA vs. RLTY — Risk / Return Rank
RA
RLTY
RA vs. RLTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Real Assets Income Fund Inc. (RA) and Cohen & Steers Real Estate Opportunities & Income Fund (RLTY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RA | RLTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.24 | +0.23 |
| Martin ratioReturn relative to average drawdown | 3.98 | 4.14 | -0.16 |
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Drawdowns
RA vs. RLTY - Drawdown Comparison
The maximum RA drawdown since its inception was -50.66%, which is greater than RLTY's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for RA and RLTY.
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Drawdown Indicators
| RA | RLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -35.44% | -15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -6.73% | -11.40% | +4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -28.42% | -20.81% | -7.61% |
Max Drawdown (5Y)Largest decline over 5 years | -30.83% | — | — |
Current DrawdownCurrent decline from peak | -0.47% | -0.44% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -13.38% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 3.42% | -0.94% |
Volatility
RA vs. RLTY - Volatility Comparison
The current volatility for Brookfield Real Assets Income Fund Inc. (RA) is 1.94%, while Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a volatility of 3.18%. This indicates that RA experiences smaller price fluctuations and is considered to be less risky than RLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RA | RLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 3.18% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.80% | 10.55% | -3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.29% | 13.05% | -4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 22.51% | -4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 22.51% | -1.98% |
Dividends
RA vs. RLTY - Dividend Comparison
RA's dividend yield for the trailing twelve months is around 10.96%, more than RLTY's 8.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RA Brookfield Real Assets Income Fund Inc. | 10.96% | 10.93% | 10.63% | 16.74% | 14.79% | 11.31% | 13.39% | 11.19% | 12.52% | 10.22% | 0.89% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.26% | 8.98% | 8.93% | 9.18% | 6.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RA and RLTY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RLTY has higher volatility (3.18%) compared to RA (1.94%). In terms of maximum drawdown, RA dropped -50.66% vs RLTY's -35.44%.
RA currently has the higher Sharpe Ratio (1.19 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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