RLTY vs. NPCT
RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) is a stock, while NPCT (Nuveen Core Plus Impact Fund) is Intermediate Core-Plus Bond fund actively managed by Nuveen. Over the past 3 years, RLTY returned 14.09%/yr vs 11.48%/yr for NPCT. At a 0.39 correlation, their price movements are largely independent.
Performance
RLTY vs. NPCT - Performance Comparison
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Returns By Period
In the year-to-date period, RLTY achieves a 14.33% return, which is significantly higher than NPCT's 2.61% return.
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%
NPCT
- 1D
- 0.10%
- 1M
- 0.19%
- 6M
- 1.62%
- YTD
- 2.61%
- 1Y
- -1.24%
- 3Y*
- 11.48%
- 5Y*
- -3.47%
- 10Y*
- —
- ALL TIME*
- -3.15%
RLTY vs. NPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 14.33% | 8.56% | 15.40% | 14.05% | -28.45% |
NPCT Nuveen Core Plus Impact Fund | 2.61% | 9.87% | 17.23% | 7.78% | -26.16% |
Correlation
The correlation between RLTY and NPCT is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.39 |
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Return for Risk
RLTY vs. NPCT — Risk / Return Rank
RLTY
NPCT
RLTY vs. NPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Nuveen Core Plus Impact Fund (NPCT). 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 | NPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.99 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.18 | +1.43 |
| Martin ratioReturn relative to average drawdown | 4.14 | -0.41 | +4.55 |
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Drawdowns
RLTY vs. NPCT - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.44%, smaller than the maximum NPCT drawdown of -46.77%. Use the drawdown chart below to compare losses from any high point for RLTY and NPCT.
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Drawdown Indicators
| RLTY | NPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -46.77% | +11.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -6.79% | -4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -12.42% | -8.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -46.50% | — |
Current DrawdownCurrent decline from peak | -0.44% | -16.70% | +16.26% |
Average DrawdownAverage peak-to-trough decline | -13.38% | -25.00% | +11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.05% | +0.37% |
Volatility
RLTY vs. NPCT - Volatility Comparison
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a higher volatility of 3.18% compared to Nuveen Core Plus Impact Fund (NPCT) at 2.40%. This indicates that RLTY's price experiences larger fluctuations and is considered to be riskier than NPCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLTY | NPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 2.40% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 7.50% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 9.32% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 13.09% | +9.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.51% | 12.98% | +9.53% |
Dividends
RLTY vs. NPCT - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 8.26%, less than NPCT's 12.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
NPCT Nuveen Core Plus Impact Fund | 12.30% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.26% | 8.98% | 8.93% | 9.18% | 6.94% | 0.00% |
Frequently Asked Questions
RLTY and NPCT have a correlation of 0.34, 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 NPCT (2.40%). In terms of maximum drawdown, RLTY dropped -35.44% vs NPCT's -46.77%.
RLTY currently has the higher Sharpe Ratio (1.09 vs -0.13), 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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