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
CSJZX (Cohen & Steers Realty Shares Fund Class Z) 14.49% 12.42% 11.10% 3.90% 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
CSJZX (Cohen & Steers Realty Shares Fund Class Z) 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 12.42 11.10 3.90 NA NA NA 14.49 2.92 6.62 12.79 -24.89 42.37 -5.11 6.35
Sharpe Ratio NA 0.75 0.50 0.10 NA NA NA 2.14 0.00 0.19 0.46 -1.07 2.82 -0.13 0.99
Standard Deviation(%) NA 13.59 16.44 18.63 NA NA NA 15.09 16.39 15.57 20.02 24.61 15.00 42.37 12.12
Draw Down(%) NA 7.77 17.00 31.61 NA NA NA 7.77 13.33 11.21 19.78 31.61 7.63 41.66 5.70
Yield(%) 0.00 2.29 3.16 3.52 3.10 2.07 1.55 0.00 3.08 2.90 3.83 5.35 5.29 2.41 8.47
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
CSJZX (Cohen & Steers Realty Shares Fund Class Z) -3.33%
Dec 2021 – Dec 2024
4.05%
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
CSJZX (Cohen & Steers Realty Shares Fund Class Z) 11.53%
May 2023 – May 2026
10.29%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return