Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSJAX (Cohen & Steers Realty Shares Fund Class A) 11.93% 10.55% 9.77% 3.29% NA NA NA
Data as of 06/08/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
Name Start Date End Date
CSJAX (Cohen & Steers Realty Shares Fund Class A) 07/03/2019 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 1.46 10.55 9.77 3.29 NA NA NA 11.93 0.70 6.24 12.40 -25.15 42.15 -3.13 6.18
Sharpe Ratio NA 0.73 0.47 0.08 NA NA NA 2.13 -0.13 0.17 0.44 -1.08 2.81 -0.08 0.96
Standard Deviation(%) NA 13.60 16.43 18.62 NA NA NA 15.11 16.46 15.57 20.02 24.58 14.98 42.37 12.10
Draw Down(%) NA 7.80 17.08 31.98 NA NA NA 7.80 13.35 11.30 19.99 31.79 7.64 41.67 5.74
Yield(%) 0.00 2.05 2.80 3.30 3.12 2.08 1.56 0.00 2.71 2.55 3.48 5.08 5.14 4.18 8.41
Data as of 06/08/2026, Common starting date is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSJAX (Cohen & Steers Realty Shares Fund Class A) -3.67%
Dec 2021 – Dec 2024
4.23%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSJAX (Cohen & Steers Realty Shares Fund Class A) 11.18%
May 2023 – May 2026
10.48%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return