TIREX vs. CSRIX
Compare and contrast key facts about TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) and Cohen & Steers Institutional Realty Shares (CSRIX).
TIREX is managed by TIAA Investments. It was launched on Oct 1, 2002. CSRIX is managed by Cohen & Steers. It was launched on Feb 14, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIREX or CSRIX.
Correlation
The correlation between TIREX and CSRIX is 0.98, 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.
Performance
TIREX vs. CSRIX - Performance Comparison
Key characteristics
TIREX:
0.35
CSRIX:
0.43
TIREX:
0.57
CSRIX:
0.68
TIREX:
1.07
CSRIX:
1.08
TIREX:
0.19
CSRIX:
0.28
TIREX:
1.14
CSRIX:
1.68
TIREX:
4.85%
CSRIX:
3.99%
TIREX:
15.94%
CSRIX:
15.57%
TIREX:
-74.18%
CSRIX:
-76.32%
TIREX:
-17.08%
CSRIX:
-12.50%
Returns By Period
In the year-to-date period, TIREX achieves a 3.75% return, which is significantly lower than CSRIX's 4.77% return. Over the past 10 years, TIREX has outperformed CSRIX with an annualized return of 6.01%, while CSRIX has yielded a comparatively lower 2.22% annualized return.
TIREX
3.75%
-7.03%
8.35%
4.34%
3.62%
6.01%
CSRIX
4.77%
-7.11%
5.88%
5.84%
3.26%
2.22%
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TIREX vs. CSRIX - Expense Ratio Comparison
TIREX has a 0.47% expense ratio, which is lower than CSRIX's 0.76% expense ratio.
Risk-Adjusted Performance
TIREX vs. CSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) and Cohen & Steers Institutional Realty Shares (CSRIX). 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
TIREX vs. CSRIX - Dividend Comparison
TIREX's dividend yield for the trailing twelve months is around 2.35%, more than CSRIX's 2.19% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TIAA-CREF Real Estate Securities Fund Institutional Class | 2.35% | 2.72% | 2.19% | 1.41% | 1.80% | 1.68% | 2.60% | 1.55% | 2.63% | 2.00% | 1.69% | 2.02% |
Cohen & Steers Institutional Realty Shares | 2.19% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% | 2.74% |
Drawdowns
TIREX vs. CSRIX - Drawdown Comparison
The maximum TIREX drawdown since its inception was -74.18%, roughly equal to the maximum CSRIX drawdown of -76.32%. Use the drawdown chart below to compare losses from any high point for TIREX and CSRIX. For additional features, visit the drawdowns tool.
Volatility
TIREX vs. CSRIX - Volatility Comparison
TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) and Cohen & Steers Institutional Realty Shares (CSRIX) have volatilities of 5.39% and 5.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.