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Cohen & Steers Institutional Realty Shs Inc: (MF: CSRIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$49.60 USD
+0.46 (0.94%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.07 | 10 |
| 3 months | 3.07 | 10 |
| 6 months | -5.77 | 35 |
| 1 Year | 10.04 | 18 |
| 3 Year | -0.40 | 10 |
| 5 Year | 10.81 | 10 |
| 10 Year | 6.40 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 182.31 |
| Bear Market (10/07 - 2/09) | -63.34 |
| Bull Market (2/09 - 3/21) | 708.80 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 10.04 |
| 5 Year | 10.81 |
| 10 Year | 6.41 |
| Since Inception | 10.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.07 | NA | NA | NA |
| 2024 | -0.48 | 0.70 | 15.97 | -8.58 |
| 2023 | 2.43 | 3.12 | -8.80 | 17.00 |
| 2022 | -5.95 | -13.40 | -10.89 | 3.72 |
| 2021 | 8.55 | 11.98 | 1.07 | 15.95 |
| 2020 | -22.80 | 12.85 | 2.94 | 8.64 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.07 | 6.24 | 12.71 | -24.72 | 42.46 | -2.56 | 33.01 | -4.00 | 7.45 | 5.92 | 4.39 |
| % Total Return Rel to Index | 7.34 | -18.78 | -13.52 | -6.52 | 13.78 | -20.96 | 1.52 | 0.38 | -14.33 | -6.01 | 3.00 |
| % Total Return Rel to Peer | 1.96 | 2.60 | 1.52 | -2.60 | 11.10 | 1.39 | 7.56 | 2.44 | -1.30 | 1.43 | 4.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 2.00 | 1.00 | 1.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.33 | 1.42 | 1.41 | 1.37 | 0.98 | 1.18 | 1.26 | 1.55 | 1.23 | 1.43 | 1.34 |
| % Yield | 0.64 | 2.83 | 2.92 | 3.02 | 1.55 | 2.54 | 2.39 | 3.70 | 2.62 | 2.90 | 2.54 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.73 | 1.31 | 0.95 | 3.74 | 0.92 | 1.79 | 4.02 | 4.91 |
| Expense Ratio | 0.00 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.77 | 0.96 | 0.96 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%