RLTY vs. O
Compare and contrast key facts about Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLTY or O.
Key characteristics
| RLTY | O | |
|---|---|---|
| YTD Return | 23.13% | 4.03% |
| 1Y Return | 40.53% | 20.81% |
| Sharpe Ratio | 1.99 | 1.13 |
| Sortino Ratio | 2.70 | 1.67 |
| Omega Ratio | 1.35 | 1.21 |
| Calmar Ratio | 1.47 | 0.71 |
| Martin Ratio | 10.84 | 2.98 |
| Ulcer Index | 3.86% | 6.85% |
| Daily Std Dev | 21.04% | 18.15% |
| Max Drawdown | -35.45% | -48.45% |
| Current Drawdown | -8.11% | -14.06% |
Fundamentals
| RLTY | O | |
|---|---|---|
| Market Cap | $265.55M | $49.90B |
| EPS | $1.02 | $1.05 |
| PE Ratio | 15.57 | 54.30 |
Correlation
The correlation between RLTY and O is 0.51, 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.
Performance
RLTY vs. O - Performance Comparison
In the year-to-date period, RLTY achieves a 23.13% return, which is significantly higher than O's 4.03% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
RLTY vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Realty Income Corporation (O). 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.
Dividends
RLTY vs. O - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 9.01%, more than O's 5.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | 8.31% | 9.18% | 6.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.47% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
RLTY vs. O - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.45%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for RLTY and O. For additional features, visit the drawdowns tool.
Volatility
RLTY vs. O - Volatility Comparison
The current volatility for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) is 6.25%, while Realty Income Corporation (O) has a volatility of 6.69%. This indicates that RLTY experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
RLTY vs. O - Financials Comparison
This section allows you to compare key financial metrics between Cohen & Steers Real Estate Opportunities & Income Fund and Realty Income 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