Cohen Steers Realty Fund Key Fundamental Indicators
| CSJAX Fund | USD 71.55 0.99 1.40% |
As of the 16th of February 2026, Cohen Steers shows the Risk Adjusted Performance of 0.1366, downside deviation of 0.9209, and Mean Deviation of 0.613. Cohen Steers Realty technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Cohen Steers' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Cohen Steers' valuation are provided below:Cohen Steers Realty does not presently have any fundamental signals for analysis. 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 |
Cohen Steers 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Cohen Steers' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Cohen Steers.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Cohen Steers on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Cohen Steers Realty or generate 0.0% return on investment in Cohen Steers over 90 days. Cohen Steers is related to or competes with Pace Large, Strategic Allocation:, Mutual Of, Morningstar Unconstrained, Harbor Large, Touchstone Large, and T Rowe. Under normal market conditions, the fund invests at least 80 percent of its total assets in common stocks and other equi... More
Cohen Steers Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Cohen Steers' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Cohen Steers Realty upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9209 | |||
| Information Ratio | 0.0829 | |||
| Maximum Drawdown | 3.56 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.4 |
Cohen Steers Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen Steers' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Cohen Steers' standard deviation. In reality, there are many statistical measures that can use Cohen Steers historical prices to predict the future Cohen Steers' volatility.| Risk Adjusted Performance | 0.1366 | |||
| Jensen Alpha | 0.134 | |||
| Total Risk Alpha | 0.0669 | |||
| Sortino Ratio | 0.073 | |||
| Treynor Ratio | (1.13) |
Cohen Steers February 16, 2026 Technical Indicators
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1366 | |||
| Market Risk Adjusted Performance | (1.12) | |||
| Mean Deviation | 0.613 | |||
| Semi Deviation | 0.7323 | |||
| Downside Deviation | 0.9209 | |||
| Coefficient Of Variation | 591.16 | |||
| Standard Deviation | 0.811 | |||
| Variance | 0.6577 | |||
| Information Ratio | 0.0829 | |||
| Jensen Alpha | 0.134 | |||
| Total Risk Alpha | 0.0669 | |||
| Sortino Ratio | 0.073 | |||
| Treynor Ratio | (1.13) | |||
| Maximum Drawdown | 3.56 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.4 | |||
| Downside Variance | 0.8481 | |||
| Semi Variance | 0.5363 | |||
| Expected Short fall | (0.64) | |||
| Skewness | (0.32) | |||
| Kurtosis | 0.363 |
Cohen Steers Realty Backtested Returns
At this stage we consider Cohen Mutual Fund to be very steady. Cohen Steers Realty secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Cohen Steers Realty, which you can use to evaluate the volatility of the entity. Please confirm Cohen Steers' Risk Adjusted Performance of 0.1366, mean deviation of 0.613, and Downside Deviation of 0.9209 to double-check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of -0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Cohen Steers are expected to decrease at a much lower rate. During the bear market, Cohen Steers is likely to outperform the market.
Auto-correlation | 0.01 |
Virtually no predictability
Cohen Steers Realty has virtually no predictability. Overlapping area represents the amount of predictability between Cohen Steers time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Cohen Steers Realty price movement. The serial correlation of 0.01 indicates that just 1.0% of current Cohen Steers price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.01 | |
| Spearman Rank Test | -0.3 | |
| Residual Average | 0.0 | |
| Price Variance | 2.67 |
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 |
Based on the recorded statements, Cohen Steers Realty has an One Year Return of 8.201%. 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 97.61% lower than that of the firm.
Cohen Steers Realty Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cohen Steers's current stock value. Our valuation model uses many indicators to compare Cohen Steers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cohen Steers competition to find correlations between indicators driving Cohen Steers's intrinsic value. More Info.Cohen Steers Realty is the top fund in price to earning among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Cohen Steers Realty is about 24,707 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cohen Steers' earnings, one of the primary drivers of an investment's value.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 Steers' 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 Steers could also be used in its relative valuation, which is a method of valuing Cohen Steers by comparing valuation metrics of similar companies.Cohen Steers is currently under evaluation in one year return among similar funds.
Cohen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cohen Steers's current stock value. Our valuation model uses many indicators to compare Cohen Steers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cohen Steers competition to find correlations between indicators driving Cohen Steers's intrinsic value. More Info.Cohen Steers Realty is the top fund in price to earning among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Cohen Steers Realty is about 24,707 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cohen Steers' earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Cohen Steers
The fund consists of 98.87% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Cohen Steers' 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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Cohen Fundamentals
| Price To Earning | 652.27 X | ||||
| Total Asset | 97.46 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 8.87 % | ||||
| One Year Return | 8.20 % | ||||
| Three Year Return | 6.57 % | ||||
| Five Year Return | 6.27 % | ||||
| Ten Year Return | 9.05 % | ||||
| Net Asset | 7.38 B | ||||
| Last Dividend Paid | 0.24 | ||||
| Cash Position Weight | 0.42 % | ||||
| Equity Positions Weight | 98.87 % |
About Cohen Steers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cohen Steers Realty's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cohen Steers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cohen Steers Realty 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.Under normal market conditions, the fund invests at least 80 percent 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Cohen Mutual Fund
Cohen Steers financial ratios help investors to determine whether Cohen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cohen with respect to the benefits of owning Cohen Steers security.
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