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 0.98, 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
TRREX vs. CSRIX - Performance Comparison
Key characteristics
TRREX:
0.29
CSRIX:
0.94
TRREX:
0.51
CSRIX:
1.36
TRREX:
1.07
CSRIX:
1.18
TRREX:
0.09
CSRIX:
0.71
TRREX:
0.67
CSRIX:
3.04
TRREX:
8.41%
CSRIX:
5.37%
TRREX:
19.33%
CSRIX:
17.39%
TRREX:
-75.74%
CSRIX:
-72.32%
TRREX:
-58.13%
CSRIX:
-10.06%
Returns By Period
In the year-to-date period, TRREX achieves a -2.15% return, which is significantly lower than CSRIX's 0.31% return. Over the past 10 years, TRREX has underperformed CSRIX with an annualized return of -6.38%, while CSRIX has yielded a comparatively higher 6.44% annualized return.
TRREX
-2.15%
-4.72%
-14.88%
6.63%
-8.98%
-6.38%
CSRIX
0.31%
-2.74%
-8.43%
16.88%
8.45%
6.44%
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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 2.44%, less than CSRIX's 2.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRREX T. Rowe Price Real Estate Fund | 2.44% | 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 | 2.98% | 2.97% | 3.04% | 4.28% | 3.87% | 4.91% | 10.43% | 6.33% | 6.98% | 12.61% | 13.63% | 5.73% |
Drawdowns
TRREX vs. CSRIX - Drawdown Comparison
The maximum TRREX drawdown since its inception was -75.74%, roughly equal to the maximum CSRIX drawdown of -72.32%. 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 10.45% compared to Cohen & Steers Institutional Realty Shares (CSRIX) at 9.55%. 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.