Nasdaq - Delayed Quote USD
Cohen & Steers Instl Realty Shares (CSRIX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 16.38% |
5y Average Return | 6.33% |
Number of Years Up | 18 |
Number of Years Down | 5 |
Best 1Y Total Return (Oct 18, 2024) | 42.47% |
Worst 1Y Total Return (Oct 18, 2024) | -- |
Best 3Y Total Return | 42.47% |
Worst 3Y Total Return | 1.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSRIX
Category
- YTD
- 16.22%
- 20.43%
- 1-Month
- 3.24%
- 2.69%
- 3-Month
- 16.03%
- 11.34%
- 1-Year
- 35.99%
- 36.79%
- 3-Year
- 4.57%
- 10.81%
- 5-Year
- 6.56%
- 7.03%
- 10-Year
- 9.14%
- 9.08%
- Last Bull Market
- 19.82%
- 31.03%
- Last Bear Market
- -13.41%
- -16.60%
Annual Total Return (%) History
Year
CSRIX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | -0.49% | 0.66% | 16.03% | -- |
2023 | 2.43% | 3.13% | -8.80% | 17.01% |
2022 | -5.95% | -13.41% | -10.89% | 3.73% |
2021 | 8.56% | 11.98% | 1.07% | 15.96% |
2020 | -22.80% | 12.85% | 2.95% | 8.64% |
2019 | 17.15% | 3.46% | 9.34% | 0.37% |
2018 | -6.56% | 8.60% | 1.33% | -6.63% |
2017 | 1.55% | 2.60% | 0.11% | 3.02% |
2016 | 3.86% | 5.70% | -0.02% | -3.52% |
2015 | 5.16% | -9.65% | 2.68% | 7.86% |
2014 | 9.65% | 6.94% | -3.11% | 14.58% |
2013 | 7.67% | -1.50% | -2.45% | 0.01% |
2012 | 10.36% | 2.85% | 0.01% | 2.10% |
2011 | 6.88% | 3.79% | -16.28% | 14.40% |
2010 | 9.71% | -4.68% | 12.65% | 8.34% |
2009 | -30.72% | 29.53% | 35.85% | 8.88% |
2008 | 3.21% | -5.34% | 4.31% | -35.65% |
2007 | 2.41% | -8.96% | 2.40% | -14.86% |
2006 | 15.00% | -0.41% | 9.06% | 9.79% |
2005 | -7.05% | 15.23% | 3.96% | 3.02% |
2004 | 11.97% | -4.14% | 9.76% | 17.80% |
2003 | 0.44% | 13.48% | 10.04% | 10.05% |
2002 | 8.37% | 4.63% | -8.90% | -0.22% |
2001 | -2.70% | 10.04% | -4.27% | 3.43% |
2000 | 8.10% | 10.89% | 4.22% | -- |
Rank in Category (By Total Return)
YTD | 15 |
1-Month | 32 |
3-Month | 51 |
1-Year | 12 |
3-Year | 12 |
5-Year | 12 |
Load Adjusted Returns
1-Year | 35.99% |
3-Year | 4.57% |
5-Year | 6.56% |
10-Year | 9.14% |
Performance & Risk
YTD Return | 16.38% |
5y Average Return | 6.33% |
Rank in Category (ytd) | 15 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.15 |
Morningstar Risk Rating |
Fund Overview
Category | Real Estate |
Fund Family | Cohen & Steers |
Net Assets | 7.94B |
YTD Return | 16.22% |
Yield | 2.75% |
Morningstar Rating | |
Inception Date | Feb 14, 2000 |
Fund Summary
The fund invests at least 80%, and normally substantially all, 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 (including emerging market 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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