Cohen Steers Real Fund Manager Performance Evaluation
| CSEIX Fund | USD 14.32 0.02 0.14% |
The fund shows a Beta (market volatility) of 1.29, 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 Steers will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Cohen Steers Real has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Cohen Steers is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 2 Real Estate Funds with Over 10 percent Upside Potential, According to Analysts - Nasdaq | 02/06/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1000 |
Cohen |
Cohen Steers Relative Risk vs. Return Landscape
If you would invest 1,494 in Cohen Steers Real on January 29, 2024 and sell it today you would lose (62.00) from holding Cohen Steers Real or give up 4.15% of portfolio value over 90 days. Cohen Steers Real is currently producing negative expected returns and takes up 1.0601% volatility of returns over 90 trading days. Put another way, 9% 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 |
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Cohen Steers Current Valuation
Fairly Valued
Today
Please note that Cohen Steers' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Cohen Steers Real shows a prevailing Real Value of $14.43 per share. The current price of the fund is $14.32. We determine the value of Cohen Steers Real 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 Steers Real 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 Steers. Since Cohen Steers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Cohen Mutual Fund. However, Cohen Steers' 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 14.32 | Real 14.43 | Hype 14.31 | Naive 14.36 |
The real value of Cohen Mutual Fund, also known as its intrinsic value, is the underlying worth of Cohen Steers Real Mutual Fund, which is reflected in its stock price. It is based on Cohen Steers' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Cohen Steers' 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 Steers' 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.
Estimating the potential upside or downside of Cohen Steers Real 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 Steers more accurately as focusing exclusively on Cohen Steers' fundamentals will not take into account other important factors: Cohen Steers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cohen Steers' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Cohen Steers Real, and traders can use it to determine the average amount a Cohen Steers' 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 = -0.0572
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| Negative Returns | CSEIX |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Cohen Steers 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 Steers by adding Cohen Steers to a well-diversified portfolio.
Cohen Steers Fundamentals Growth
Cohen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Cohen Steers, and Cohen Steers 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.
| Price To Earning | 2.36 X | ||||
| Price To Book | 2.44 X | ||||
| Price To Sales | 6.42 X | ||||
| Total Asset | 784.39 M | ||||
About Cohen Steers Performance
To evaluate Cohen Steers Real 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 Steers 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 Steers Real 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 percent of its total assets in income-producing common stocks and other equity securities issued by real estate companies, such as real estate investment trusts . 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 Steers Real performance evaluation
Checking the ongoing alerts about Cohen Steers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Cohen Steers Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Cohen Steers Real generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Cohen Steers Real holds 98.84% of its assets under management (AUM) in equities |
- Analyzing Cohen Steers' 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 Steers' stock is overvalued or undervalued compared to its peers.
- Examining Cohen Steers' 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 Steers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cohen Steers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Cohen Steers' mutual fund. These opinions can provide insight into Cohen Steers' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cohen Steers Real. 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. For more information on how to buy Cohen Mutual Fund please use our How to Invest in Cohen Steers guide.You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.