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:
0.54
CSRIX:
0.64
TIREX:
0.84
CSRIX:
0.96
TIREX:
1.10
CSRIX:
1.12
TIREX:
0.29
CSRIX:
0.42
TIREX:
1.95
CSRIX:
2.34
TIREX:
4.52%
CSRIX:
4.27%
TIREX:
16.18%
CSRIX:
15.62%
TIREX:
-77.64%
CSRIX:
-76.32%
TIREX:
-17.81%
CSRIX:
-10.53%
Returns By Period
In the year-to-date period, TIREX achieves a 0.44% return, which is significantly lower than CSRIX's 0.81% return. Over the past 10 years, TIREX has outperformed CSRIX with an annualized return of 3.24%, while CSRIX has yielded a comparatively lower 1.79% annualized return.
TIREX
0.44%
0.84%
3.89%
9.05%
2.04%
3.24%
CSRIX
0.81%
1.11%
2.33%
10.26%
2.89%
1.79%
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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 Rank
TIREX
CSRIX
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 3.07%, more than CSRIX's 2.95% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TIAA-CREF Real Estate Securities Fund Institutional Class | 3.07% | 3.09% | 2.72% | 2.19% | 1.41% | 1.80% | 1.68% | 2.60% | 1.55% | 2.63% | 2.00% | 1.69% |
Cohen & Steers Institutional Realty Shares | 2.95% | 2.97% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% |
Drawdowns
TIREX vs. CSRIX - Drawdown Comparison
The maximum TIREX drawdown since its inception was -77.64%, 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) has a higher volatility of 5.69% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 5.06%. This indicates that TIREX's price experiences larger fluctuations and is considered to be riskier than CSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.