Cohen And Steers Fund One Year Return

CSRIX Fund  USD 45.87  0.03  0.07%   
Cohen And Steers fundamentals help investors to digest information that contributes to Cohen's financial success or failures. It also enables traders to predict the movement of Cohen Mutual Fund. The fundamental analysis module provides a way to measure Cohen's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cohen mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Cohen One Year Return Analysis

Cohen's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Cohen One Year Return

    
  14.60 %  
Most of Cohen's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cohen And Steers is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Cohen One Year Return Component Assessment

Based on the recorded statements, Cohen And Steers has an One Year Return of 14.5978%. This is much higher than that of the Cohen & Steers family and significantly higher than that of the Real Estate category. The one year return for all United States funds is notably lower than that of the firm.

Cohen One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cohen's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cohen could also be used in its relative valuation, which is a method of valuing Cohen by comparing valuation metrics of similar companies.
Cohen is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Cohen

The fund consists of 98.52% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Cohen's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Cohen Fundamentals

About Cohen Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Cohen And Steers's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cohen using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cohen And Steers based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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. Cohen Steers is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Cohen in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Cohen's short interest history, or implied volatility extrapolated from Cohen options trading.

Pair Trading with Cohen

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cohen position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cohen will appreciate offsetting losses from the drop in the long position's value.

Moving together with Cohen Mutual Fund

  0.97VGSIX Vanguard Reit IndexPairCorr
  0.97VGSLX Vanguard Reit IndexPairCorr
  0.97VGSNX Vanguard Reit IndexPairCorr
  0.98DFREX Dfa Real EstatePairCorr
  1.0CSCIX Cohen Steers RealPairCorr
The ability to find closely correlated positions to Cohen could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cohen when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cohen - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cohen And Steers to buy it.
The correlation of Cohen is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cohen moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cohen And Steers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cohen can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Cohen Piotroski F Score and Cohen Altman Z Score analysis.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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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.