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Cohen & Steers Instl Realty Shares (CSRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.47+0.37 (+0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.69%
5-year average return4.36%
Number of years up18
Number of years down5
Best 1-yr total return (2 May 2024)42.47%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.47%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSRIXCategory
YTD-7.99%20.43%
1-month-7.54%2.69%
3-month-3.61%11.34%
1-year-0.02%36.79%
3-year-2.04%10.81%
5-year4.10%7.03%
10-year6.66%9.08%
Last bull market19.82%31.03%
Last bear market-13.41%-16.60%

Annual total return (%) history

Year
CSRIXCategory
2024
N/AN/A
2023
12.72%N/A
2022
-24.73%N/A
2021
42.47%N/A
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
N/A27.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.49%N/AN/AN/A
20232.43%3.13%-8.80%17.01%
2022-5.95%-13.41%-10.89%3.73%
20218.56%11.98%1.07%15.96%
2020-22.80%12.85%2.95%8.64%
201917.15%3.46%9.34%0.37%
2018-6.56%8.60%1.33%-6.63%
20171.55%2.60%0.11%3.02%
20163.86%5.70%-0.02%-3.52%
20155.16%-9.65%2.68%7.86%
20149.65%6.94%-3.11%14.58%
20137.67%-1.50%-2.45%0.01%
201210.36%2.85%0.01%2.10%
20116.88%3.79%-16.28%14.40%
20109.71%-4.68%12.65%8.34%
2009-30.72%29.53%35.85%8.88%
20083.21%-5.34%4.31%-35.65%
20072.41%-8.96%2.40%-14.86%
200615.00%-0.41%9.06%9.79%
2005-7.05%15.23%3.96%3.02%
200411.97%-4.14%9.76%17.80%
20030.44%13.48%10.04%10.05%
20028.37%4.63%-8.90%-0.22%
2001-2.70%10.04%-4.27%3.43%
20008.10%10.89%4.22%N/A

Rank in category (by total return)

YTD44
1-month56
3-month38
1-year40
3-year28
5-year11

Load adjusted returns

1-year-0.02%
3-year-2.04%
5-year4.10%
10-year6.66%