TRREX vs. CSRIX
Compare and contrast key facts about T. Rowe Price Real Estate Fund (TRREX) and Cohen & Steers Institutional Realty Shares (CSRIX).
TRREX is managed by T. Rowe Price. It was launched on Oct 31, 1997. 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: TRREX or CSRIX.
Correlation
The correlation between TRREX and CSRIX is 0.97, 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
TRREX vs. CSRIX - Performance Comparison
Key characteristics
TRREX:
0.03
CSRIX:
0.68
TRREX:
0.16
CSRIX:
1.01
TRREX:
1.02
CSRIX:
1.13
TRREX:
0.01
CSRIX:
0.44
TRREX:
0.09
CSRIX:
2.49
TRREX:
5.96%
CSRIX:
4.21%
TRREX:
17.31%
CSRIX:
15.45%
TRREX:
-75.34%
CSRIX:
-76.32%
TRREX:
-57.29%
CSRIX:
-10.42%
Returns By Period
In the year-to-date period, TRREX achieves a -0.17% return, which is significantly lower than CSRIX's 0.94% return. Over the past 10 years, TRREX has underperformed CSRIX with an annualized return of -6.47%, while CSRIX has yielded a comparatively higher 1.81% annualized return.
TRREX
-0.17%
0.88%
-5.02%
1.08%
-13.19%
-6.47%
CSRIX
0.94%
1.62%
1.08%
10.13%
3.02%
1.81%
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TRREX vs. CSRIX - Expense Ratio Comparison
TRREX has a 0.77% expense ratio, which is higher than CSRIX's 0.76% expense ratio.
Risk-Adjusted Performance
TRREX vs. CSRIX — Risk-Adjusted Performance Rank
TRREX
CSRIX
TRREX vs. CSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Real Estate Fund (TRREX) 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
TRREX vs. CSRIX - Dividend Comparison
TRREX's dividend yield for the trailing twelve months is around 2.53%, less than CSRIX's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRREX T. Rowe Price Real Estate Fund | 2.53% | 2.52% | 2.76% | 2.66% | 1.78% | 3.33% | 2.92% | 2.91% | 2.72% | 2.28% | 2.26% | 2.23% |
CSRIX Cohen & Steers Institutional Realty Shares | 2.94% | 2.97% | 3.04% | 3.22% | 1.66% | 2.72% | 2.70% | 3.97% | 2.85% | 3.31% | 2.94% | 2.48% |
Drawdowns
TRREX vs. CSRIX - Drawdown Comparison
The maximum TRREX drawdown since its inception was -75.34%, roughly equal to the maximum CSRIX drawdown of -76.32%. Use the drawdown chart below to compare losses from any high point for TRREX and CSRIX. For additional features, visit the drawdowns tool.
Volatility
TRREX vs. CSRIX - Volatility Comparison
T. Rowe Price Real Estate Fund (TRREX) has a higher volatility of 6.58% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 5.92%. This indicates that TRREX'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.