Nasdaq - Delayed Quote USD

Cohen & Steers Instl Realty Shares (CSRIX)

49.05
+0.89
+(1.85%)
At close: 8:04:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.07%
5y Average Return 11.33%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (May 15, 2025) 42.47%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 42.47%
Worst 3Y Total Return -3.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSRIX
Category
YTD
2.67%
20.43%
1-Month
-0.47%
2.69%
3-Month
1.55%
11.34%
1-Year
18.56%
36.79%
3-Year
0.71%
10.81%
5-Year
9.19%
7.03%
10-Year
7.02%
9.08%
Last Bull Market
26.20%
31.03%
Last Bear Market
-13.41%
-16.60%

Annual Total Return (%) History

Year
CSRIX
Category
2025
--
--
2024
6.24%
--
2023
12.72%
--
2022
-24.73%
--
2021
42.47%
--
2020
-2.57%
-4.49%
2019
33.01%
27.28%
2018
-3.99%
-5.97%

2017
7.45%
6.22%
2016
5.91%
6.89%
2015
5.23%
2.41%
2014
30.18%
28.03%
2013
3.46%
1.55%
2012
15.91%
17.60%
2011
6.25%
7.51%
2010
27.63%
27.08%
2009
32.73%
31.26%
2008
-34.42%
-39.55%
2007
-18.72%
-14.66%
2006
37.15%
33.58%
2005
14.71%
11.51%
2004
38.78%
32.02%
2003
38.04%
36.80%
2002
3.06%
4.54%
2001
6.02%
10.00%
2000
--
27.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.16% -- -- --
2024 -0.49% 0.66% 16.03% -8.59%
2023 2.43% 3.13% -8.80% 17.01%
2022 -5.95% -13.41% -10.89% 3.73%
2021 8.56% 11.98% 1.07% 15.96%
2020 -22.80% 12.85% 2.95% 8.64%
2019 17.15% 3.46% 9.34% 0.37%
2018 -6.56% 8.60% 1.33% -6.63%
2017 1.55% 2.60% 0.11% 3.02%
2016 3.86% 5.70% -0.02% -3.52%

2015 5.16% -9.65% 2.68% 7.86%
2014 9.65% 6.94% -3.11% 14.58%
2013 7.67% -1.50% -2.45% 0.01%
2012 10.36% 2.85% 0.01% 2.10%
2011 6.88% 3.79% -16.28% 14.40%
2010 9.71% -4.68% 12.65% 8.34%
2009 -30.72% 29.53% 35.85% 8.88%
2008 3.21% -5.34% 4.31% -35.65%
2007 2.41% -8.96% 2.40% -14.86%
2006 15.00% -0.41% 9.06% 9.79%
2005 -7.05% 15.23% 3.96% 3.02%
2004 11.97% -4.14% 9.76% 17.80%
2003 0.44% 13.48% 10.04% 10.05%
2002 8.37% 4.63% -8.90% -0.22%
2001 -2.70% 10.04% -4.27% 3.43%
2000 8.10% 10.89% 4.22% --

Rank in Category (By Total Return)

YTD 7
1-Month 8
3-Month 8
1-Year 15
3-Year 11
5-Year 15

Load Adjusted Returns

1-Year 18.56%
3-Year 0.71%
5-Year 9.19%
10-Year 7.02%

Performance & Risk

YTD Return 3.07%
5y Average Return 11.33%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Cohen & Steers
Net Assets 7.71B
YTD Return 2.67%
Yield 2.91%
Morningstar Rating
Inception Date Feb 14, 2000

Fund Summary

The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers (including emerging market issuers) which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"). The fund is non-diversified.

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