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
CSJRX (Cohen & Steers Realty Shares Fund Class R) 14.38% 12.00% 10.59% 3.40% NA NA NA
Data as of 06/10/2026, Common starting date is 07/03/2019
More Performance Analytics Comparison
Name Start Date End Date
CSJRX (Cohen & Steers Realty Shares Fund Class R) 07/03/2019 06/10/2026
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 (%) 3.40 12.00 10.59 3.40 NA NA NA 14.38 2.40 6.09 12.22 -25.26 41.67 -5.59 6.10
Sharpe Ratio NA 0.71 0.46 0.07 NA NA NA 2.12 -0.03 0.16 0.43 -1.09 2.78 -0.14 0.94
Standard Deviation(%) NA 13.61 16.44 18.63 NA NA NA 15.12 16.39 15.57 20.02 24.60 15.00 42.37 12.12
Draw Down(%) NA 7.82 17.11 32.17 NA NA NA 7.82 13.36 11.32 20.09 31.87 7.65 41.68 5.76
Yield(%) 0.00 1.94 2.62 3.08 2.78 1.85 1.39 0.00 2.59 2.22 3.31 4.94 4.72 1.97 8.29
Data as of 06/10/2026, 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
CSJRX (Cohen & Steers Realty Shares Fund Class R) -3.82%
Dec 2021 – Dec 2024
3.53%
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
CSJRX (Cohen & Steers Realty Shares Fund Class R) 11.02%
May 2023 – May 2026
9.74%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return