Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRLTX (Cohen & Steers Real Estate Opportunities and Income Fund) | 9.79% | 7.07% | 3.23% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRLTX (Cohen & Steers Real Estate Opportunities and Income Fund) | 04/06/2022 | 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 (%) | 2.61 | 7.07 | 3.23 | NA | NA | NA | NA | … | … | 9.79 | -1.31 | -2.27 | 4.63 | -27.37 |
| Sharpe Ratio | NA | 0.38 | 0.04 | NA | NA | NA | NA | … | … | 1.46 | -0.24 | -0.57 | 0.02 | -1.43 |
| Standard Deviation(%) | NA | 13.39 | 16.66 | NA | NA | NA | NA | … | … | 15.08 | 17.47 | 15.69 | 19.90 | 25.89 |
| Draw Down(%) | NA | 9.32 | 21.23 | NA | NA | NA | NA | … | … | 9.32 | 16.48 | 12.05 | 24.12 | 34.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/06/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRLTX (Cohen & Steers Real Estate Opportunities and Income Fund) |
-5.42%
Jul 2022 – Jul 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 |
|---|---|---|---|---|
| XRLTX (Cohen & Steers Real Estate Opportunities and Income Fund) |
4.14%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart