RLTY vs. RA
RLTY (Cohen & Steers Real Estate Opportunities & Income Fund) is a stock, while RA (Brookfield Real Assets Income Fund Inc.) is Multisector Bonds fund managed by Brookfield. Over the past 3 years, RLTY returned 14.09%/yr vs 2.60%/yr for RA. At a 0.35 correlation, their price movements are largely independent.
Performance
RLTY vs. RA - 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 RA's 6.28% 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%
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 vs. RA - 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% |
RA Brookfield Real Assets Income Fund Inc. | 6.28% | 8.32% | 15.87% | -9.02% | -10.71% |
Correlation
The correlation between RLTY and RA 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
RLTY vs. RA — Risk / Return Rank
RLTY
RA
RLTY vs. RA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) and Brookfield Real Assets Income Fund Inc. (RA). 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 | RA | 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 | 1.20 | 1.23 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.47 | -0.23 |
| Martin ratioReturn relative to average drawdown | 4.14 | 3.98 | +0.16 |
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Drawdowns
RLTY vs. RA - Drawdown Comparison
The maximum RLTY drawdown since its inception was -35.44%, smaller than the maximum RA drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for RLTY and RA.
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Drawdown Indicators
| RLTY | RA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.44% | -50.66% | +15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -6.73% | -4.67% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -28.42% | +7.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.83% | — |
Current DrawdownCurrent decline from peak | -0.44% | -0.47% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -13.38% | -8.01% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 2.48% | +0.94% |
Volatility
RLTY vs. RA - Volatility Comparison
Cohen & Steers Real Estate Opportunities & Income Fund (RLTY) has a higher volatility of 3.18% compared to Brookfield Real Assets Income Fund Inc. (RA) at 1.94%. This indicates that RLTY's price experiences larger fluctuations and is considered to be riskier than RA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLTY | RA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 1.94% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.55% | 6.80% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 8.29% | +4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 17.54% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.51% | 20.53% | +1.98% |
Dividends
RLTY vs. RA - Dividend Comparison
RLTY's dividend yield for the trailing twelve months is around 8.26%, less than RA's 10.96% 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
RLTY and RA 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, RLTY dropped -35.44% vs RA's -50.66%.
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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