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Cohen & Steers Real Estate Securities Z (CSZIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.49+0.04 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.16%
5-Year Average Return4.58%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)42.19%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return42.19%
Worst 3-Yr Total Return1.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSZIXCategory
YTD-1.49%20.43%
1-Month6.55%2.69%
3-Month0.38%11.34%
1-Year11.24%36.79%
3-Year-0.27%10.81%
5-Year5.09%7.03%
10-Year7.62%9.08%
Last Bull Market19.82%31.03%
Last Bear Market-14.59%-16.60%

Annual Total Return (%) History

Year
CSZIXCategory
2024
N/AN/A
2023
13.23%N/A
2022
-26.23%N/A
2021
42.19%N/A
2020
-1.66%-4.49%
2019
31.64%27.28%
2018
-4.21%-5.97%
2017
8.17%6.22%
2016
8.06%6.89%
2015
7.69%2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.46%N/AN/AN/A
20232.60%3.11%-8.47%16.94%
2022-6.14%-14.59%-11.47%3.96%
20217.98%12.17%1.59%15.55%
2020-24.20%13.89%3.04%10.54%
201916.70%2.89%8.42%1.12%
2018-6.48%8.14%1.31%-6.51%
20171.76%2.65%0.72%2.82%
20164.81%6.29%0.06%-3.07%
20155.67%-8.79%3.40%8.05%

Rank In Category (By Total Return)

YTD13
1-Month3
3-Month22
1-Year18
3-Year20
5-Year8

Load Adjusted Returns

1-Year11.24%
3-Year-0.27%
5-Year5.09%
10-Year7.62%