Cohen And Steers Fund Manager Performance Evaluation

CSRIX Fund  USD 45.87  0.03  0.07%   
The fund shows a Beta (market volatility) of 1.31, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Cohen will likely underperform.

Risk-Adjusted Performance

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Over the last 90 days Cohen And Steers has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Cohen is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of May 2023
Expense Ratio0.7500
  

Cohen Relative Risk vs. Return Landscape

If you would invest  4,684  in Cohen And Steers on December 30, 2023 and sell it today you would lose (97.00) from holding Cohen And Steers or give up 2.07% of portfolio value over 90 days. Cohen And Steers is currently producing negative expected returns and takes up 1.0077% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Cohen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Cohen is expected to under-perform the market. In addition to that, the company is 1.76 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Cohen Current Valuation

Fairly Valued
Today
45.87
Please note that Cohen's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cohen And Steers shows a prevailing Real Value of $45.73 per share. The current price of the fund is $45.87. We determine the value of Cohen And Steers from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Cohen And Steers is useful when determining the fair value of the Cohen mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Cohen. Since Cohen is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cohen Mutual Fund. However, Cohen's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  45.87 Real  45.73 Hype  45.87 Naive  45.23
The real value of Cohen Mutual Fund, also known as its intrinsic value, is the underlying worth of Cohen And Steers Mutual Fund, which is reflected in its stock price. It is based on Cohen's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Cohen's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cohen's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
45.73
Real Value
46.74
Upside
Estimating the potential upside or downside of Cohen And Steers helps investors to forecast how Cohen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cohen more accurately as focusing exclusively on Cohen's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
44.3645.5846.81
Details
Hype
Prediction
LowEstimatedHigh
44.8645.8746.88
Details
Potential
Annual Dividend
LowForecastedHigh
0.280.280.28
Details

Cohen Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cohen And Steers, and traders can use it to determine the average amount a Cohen's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0291

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Negative ReturnsCSRIX

Estimated Market Risk

 1.01
  actual daily
8
92% of assets are more volatile

Expected Return

 -0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average Cohen is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cohen by adding Cohen to a well-diversified portfolio.

Cohen Fundamentals Growth

Cohen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cohen, and Cohen fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cohen Mutual Fund performance.

About Cohen Performance

To evaluate Cohen And Steers Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Cohen generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Cohen Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Cohen And Steers market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Cohen's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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 percent of its total assets in securities of foreign issuers which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts , Global Depositary Receipts and European Depositary Receipts . The fund is non-diversified.

Things to note about Cohen And Steers performance evaluation

Checking the ongoing alerts about Cohen for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cohen And Steers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Cohen And Steers generated a negative expected return over the last 90 days
The fund holds 98.52% of its assets under management (AUM) in equities
Evaluating Cohen's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cohen's mutual fund performance include:
  • Analyzing Cohen's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cohen's stock is overvalued or undervalued compared to its peers.
  • Examining Cohen's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Cohen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Cohen's mutual fund. These opinions can provide insight into Cohen's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Cohen's mutual fund performance is not an exact science, and many factors can impact Cohen's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cohen And Steers. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Cohen Mutual Fund analysis

When running Cohen's price analysis, check to measure Cohen's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cohen is operating at the current time. Most of Cohen's value examination focuses on studying past and present price action to predict the probability of Cohen's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cohen's price. Additionally, you may evaluate how the addition of Cohen to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Cohen's value and its price as these two are different measures arrived at by different means. Investors typically determine if Cohen is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cohen's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.