RLTY vs. ADC
RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) and ADC (Agree Realty Corporation) are both stocks. RLTY operates in Asset Management (Financial Services), while ADC operates in REIT - Retail (Real Estate). Over the past 3 years, RLTY returned 12.56%/yr vs 11.21%/yr for ADC. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
RLTY vs. ADC - Performance Comparison
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Returns By Period
In the year-to-date period, RLTY achieves a 13.69% return, which is significantly higher than ADC's 10.68% return.
RLTY
- 1D
- -0.38%
- 1M
- 0.75%
- 6M
- 10.52%
- YTD
- 13.69%
- 1Y
- 13.10%
- 3Y*
- 12.56%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.45%
ADC
- 1D
- -0.44%
- 1M
- 0.33%
- 6M
- 9.97%
- YTD
- 10.68%
- 1Y
- 10.08%
- 3Y*
- 11.21%
- 5Y*
- 5.12%
- 10Y*
- 8.86%
- ALL TIME*
- 11.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $97.66M | $90.08M | $88.85M | |
| $847.93K | $984.15K | $858.81K |
RLTY vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 13.69% | 8.56% | 15.40% | 14.05% | -28.45% |
ADC Agree Realty Corporation | 10.68% | 6.62% | 17.20% | -7.07% | 17.52% |
Correlation
The correlation between RLTY and ADC is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.47 |
The correlation between RLTY and ADC has been stable across timeframes, ranging from 0.47 to 0.51 - a consistent structural relationship.
Fundamentals
RLTY:
$265.89M
ADC:
$9.34B
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Return for Risk
RLTY vs. ADC — Risk / Return Rank
RLTY
ADC
RLTY vs. ADC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Agree Realty Corporation (ADC). 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.
| RLTY | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.19 | -0.01 |
| Martin ratioReturn relative to average drawdown | 3.93 | 2.82 | +1.11 |
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Drawdowns
RLTY vs. ADC - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.44%, smaller than the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for RLTY and ADC.
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Drawdown Indicators
| RLTY | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -70.25% | +34.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -11.14% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -16.28% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.00% | — |
Current DrawdownCurrent decline from peak | -1.91% | -3.77% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -13.28% | -9.61% | -3.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 4.69% | -1.27% |
Volatility
RLTY vs. ADC - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is 3.27%, while Agree Realty Corporation (ADC) has a volatility of 6.01%. This indicates that RLTY experiences smaller price fluctuations and is considered to be less risky than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLTY | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 6.01% | -2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 13.05% | -2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 16.46% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 18.88% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 23.69% | -1.24% |
Dividends
RLTY vs. ADC - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 8.30%, more than ADC's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.05% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.30% | 8.98% | 8.93% | 9.18% | 6.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RLTY vs. ADC - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Real Estate Opportunities & Income Fund and Agree Realty Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
RLTY and ADC have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADC has higher volatility (6.01%) compared to RLTY (3.27%). In terms of maximum drawdown, RLTY dropped -35.44% vs ADC's -70.25%.
RLTY currently has the higher Sharpe Ratio (1.03 vs 0.81), 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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