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
RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) 11.14% 12.53% 14.92% NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/24/2022
More Performance Analytics Comparison
Name Start Date End Date
RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) 02/24/2022 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
Annualized Return (%) 1.75 12.53 14.92 NA NA NA NA 11.14 8.56 15.40 14.05 -27.73
Sharpe Ratio NA 0.87 0.65 NA NA NA NA 1.64 0.33 0.59 0.45 -1.04
Standard Deviation(%) NA 13.17 19.38 NA NA NA NA 15.16 17.15 20.10 23.38 32.17
Draw Down(%) NA 11.40 20.81 NA NA NA NA 11.40 15.82 15.09 23.82 35.44
Yield(%) 0.71 9.43 9.97 5.58 2.79 1.86 1.39 4.50 8.94 9.24 9.43 4.73
Data as of 06/10/2026, Common starting date is 02/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) 0.15%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RLTY (Cohen & Steers Real Estate Opportunities and Income Fund) 16.73%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return