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FOF · Cohen & Steers Closed-end Opportunity Fund, Inc.

Over the last 15 years (2011-09 to 2026-09), $10,000 invested in FOF with dividends reinvested grew to $35,992, 8.86% a year, with a worst peak-to-trough fall of -29.81%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
8.86%
Volatility (annualized)
16.90%
Worst drawdown
-29.81%
Sharpe ratio
0.49

How FOF held up in past market crashes

FOF has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 60.1% in the 2008 financial crisis, when the S&P 500 fell 56.5%. Its price had not yet regained that high by the latest close (price only, not counting the dividends or interest it paid). No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of FOF in each market crash, next to the S&P 500
CrashFOF deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2008 financial crisis-60.1%-56.5%Oct 2007 to Mar 2009Not yet
2018 fourth-quarter selloff-21.4%-20.2%Oct 2018 to Dec 201810 months
2020 COVID crash-50.2%-34.1%Feb 2020 to Mar 202013 months
2022 bear market-34.4%-25.4%Jan 2022 to Sep 20223.3 years

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About FOF

Cohen & Steers Closed-End Opportunity Fund, Inc. is a closed-end fund focused on delivering high current income and potential capital appreciation through a fund-of-funds approach. Cohen & Steers Closed-End Opportunity Fund invests primarily in the common stock of other closed-end management investment companies that hold equity or income-producing securities, giving the portfolio broad exposure to diversified income-oriented strategies. The fund may include closed-end funds tied to preferred securities, high yield securities, convertible securities, real estate, utilities, energy, and other public market segments. This structure is designed to provide investors with access to a professionally selected mix of underlying funds within a single vehicle. As a diversified portfolio solution, Cohen & Steers Closed-End Opportunity Fund plays a role in the income and multi-asset segment of the market by combining closed-end fund selection with exposure to multiple asset classes and sectors.

Put FOF to the test

Every tool below opens prefilled with FOF: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.