Nasdaq - Delayed Quote USD

Cohen & Steers Realty Shares C (CSJCX)

71.67 +0.75 (+1.06%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.69%
5y Average Return 4.80%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Oct 22, 2024) 41.34%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 41.34%
Worst 3Y Total Return 0.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSJCX
Category
YTD
15.38%
20.43%
1-Month
3.22%
2.69%
3-Month
15.76%
11.34%
1-Year
34.79%
36.79%
3-Year
3.50%
10.81%
5-Year
5.43%
7.03%
10-Year
8.45%
9.08%
Last Bull Market
19.59%
31.03%
Last Bear Market
-13.73%
-16.60%

Annual Total Return (%) History

Year
CSJCX
Category
2024
--
--
2023
11.63%
--
2022
-25.65%
--
2021
41.34%
--
2020
-3.78%
-4.49%
2019
--
27.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.70% 0.37% 15.76% --
2023 2.12% 2.91% -9.08% 16.82%
2022 -6.18% -13.73% -11.22% 3.48%
2021 8.34% 11.75% 0.85% 15.76%
2020 -23.01% 12.51% 2.57% 8.31%
2019 0.01% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 32
3-Month 60
1-Year 21
3-Year 37
5-Year 28

Load Adjusted Returns

1-Year 33.79%
3-Year 3.50%
5-Year 5.43%
10-Year 8.45%

Performance & Risk

YTD Return 13.69%
5y Average Return 4.80%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Cohen & Steers
Net Assets 7.39B
YTD Return 15.38%
Yield 1.78%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

Under normal market conditions, the fund invests at least 80% of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"). The fund is non-diversified.

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