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RAPZX vs. CIBFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RAPZX vs. CIBFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Real Assets Fund Inc (RAPZX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX). The values are adjusted to include any dividend payments, if applicable.

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RAPZX vs. CIBFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RAPZX
Cohen & Steers Real Assets Fund Inc
10.26%11.96%4.35%3.88%-2.05%23.51%-0.84%17.77%-8.44%6.51%
CIBFX
American Funds Capital Income Builder Fund Class F-1
0.14%20.29%10.16%8.90%-7.21%14.95%3.14%17.16%-7.10%13.88%

Returns By Period

In the year-to-date period, RAPZX achieves a 10.26% return, which is significantly higher than CIBFX's 0.14% return. Both investments have delivered pretty close results over the past 10 years, with RAPZX having a 7.09% annualized return and CIBFX not far ahead at 7.34%.


RAPZX

1D
0.25%
1M
-2.41%
YTD
10.26%
6M
7.91%
1Y
16.67%
3Y*
10.27%
5Y*
8.74%
10Y*
7.09%

CIBFX

1D
0.25%
1M
-6.26%
YTD
0.14%
6M
3.21%
1Y
14.64%
3Y*
12.30%
5Y*
7.99%
10Y*
7.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RAPZX vs. CIBFX - Expense Ratio Comparison

RAPZX has a 0.80% expense ratio, which is higher than CIBFX's 0.64% expense ratio.


Return for Risk

RAPZX vs. CIBFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RAPZX
RAPZX Risk / Return Rank: 7878
Overall Rank
RAPZX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
RAPZX Sortino Ratio Rank: 7171
Sortino Ratio Rank
RAPZX Omega Ratio Rank: 7777
Omega Ratio Rank
RAPZX Calmar Ratio Rank: 8080
Calmar Ratio Rank
RAPZX Martin Ratio Rank: 8686
Martin Ratio Rank

CIBFX
CIBFX Risk / Return Rank: 7979
Overall Rank
CIBFX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CIBFX Sortino Ratio Rank: 7979
Sortino Ratio Rank
CIBFX Omega Ratio Rank: 7979
Omega Ratio Rank
CIBFX Calmar Ratio Rank: 7474
Calmar Ratio Rank
CIBFX Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RAPZX vs. CIBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Assets Fund Inc (RAPZX) and American Funds Capital Income Builder Fund Class F-1 (CIBFX). 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.


RAPZXCIBFXDifference

Sharpe ratio

Return per unit of total volatility

1.41

1.49

-0.08

Sortino ratio

Return per unit of downside risk

1.77

2.02

-0.25

Omega ratio

Gain probability vs. loss probability

1.30

1.30

-0.01

Calmar ratio

Return relative to maximum drawdown

1.94

1.73

+0.20

Martin ratio

Return relative to average drawdown

8.99

8.02

+0.97

RAPZX vs. CIBFX - Sharpe Ratio Comparison

The current RAPZX Sharpe Ratio is 1.41, which is comparable to the CIBFX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of RAPZX and CIBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RAPZXCIBFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

1.49

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.81

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.68

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.63

-0.29

Correlation

The correlation between RAPZX and CIBFX is 0.77, 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.


Dividends

RAPZX vs. CIBFX - Dividend Comparison

RAPZX's dividend yield for the trailing twelve months is around 1.31%, less than CIBFX's 7.70% yield.


TTM20252024202320222021202020192018201720162015
RAPZX
Cohen & Steers Real Assets Fund Inc
1.31%1.44%3.20%2.71%3.08%9.61%1.71%2.85%2.06%1.76%2.83%2.00%
CIBFX
American Funds Capital Income Builder Fund Class F-1
7.70%7.65%5.69%3.41%3.37%3.08%3.34%4.04%3.72%4.37%3.46%3.56%

Drawdowns

RAPZX vs. CIBFX - Drawdown Comparison

The maximum RAPZX drawdown since its inception was -30.69%, smaller than the maximum CIBFX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for RAPZX and CIBFX.


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Drawdown Indicators


RAPZXCIBFXDifference

Max Drawdown

Largest peak-to-trough decline

-30.69%

-43.26%

+12.57%

Max Drawdown (1Y)

Largest decline over 1 year

-8.84%

-8.37%

-0.47%

Max Drawdown (5Y)

Largest decline over 5 years

-19.31%

-17.68%

-1.63%

Max Drawdown (10Y)

Largest decline over 10 years

-30.69%

-25.28%

-5.41%

Current Drawdown

Current decline from peak

-2.88%

-6.26%

+3.38%

Average Drawdown

Average peak-to-trough decline

-8.16%

-4.74%

-3.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.81%

+0.09%

Volatility

RAPZX vs. CIBFX - Volatility Comparison

The current volatility for Cohen & Steers Real Assets Fund Inc (RAPZX) is 2.90%, while American Funds Capital Income Builder Fund Class F-1 (CIBFX) has a volatility of 3.31%. This indicates that RAPZX experiences smaller price fluctuations and is considered to be less risky than CIBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RAPZXCIBFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

3.31%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

9.10%

5.95%

+3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

12.24%

10.12%

+2.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.86%

9.93%

+2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.81%

10.86%

+1.95%