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RLTY · Cohen & Steers Real Estate Opportunities And Income Fund

Over the last 5 years (2022-03 to 2026-09), $10,000 invested in RLTY with dividends reinvested grew to $10,298, 0.64% a year, with a worst peak-to-trough fall of -32.75%. Past performance doesn't predict future results.

Growth of $10,000 · 2022-03 to 2026-09 · dividends reinvested

CAGR (annualized return)
0.64%
Volatility (annualized)
23.54%
Worst drawdown
-32.75%
Sharpe ratio
-0.03

About RLTY

Cohen & Steers Real Estate Opportunities and Income Fund is a non-diversified closed-end fund focused on real estate-related investments and income securities. Its primary objective is high current income, with capital appreciation as a secondary objective. The fund typically allocates most of its managed assets to publicly traded real estate securities, including REITs, real estate operating companies, preferred shares, and other income-producing instruments. It may also use debt instruments and other opportunistic allocations to adjust portfolio exposure across property types, market segments, and income sources. Managed by Cohen & Steers Capital Management, the fund is designed to provide investors with diversified access to listed real estate markets and related cash-flow opportunities through an actively managed portfolio.

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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.