Cohen Steers Closed End Fund Manager Performance Evaluation

XFOFX Fund  USD 11.36  0.09  0.80%   
The fund shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cohen Steers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Cohen Steers is expected to be smaller as well.

Risk-Adjusted Performance

11 of 100

 
Low
 
High
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Cohen Steers Closed End are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Cohen Steers is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio0.9500
  

Cohen Steers Relative Risk vs. Return Landscape

If you would invest  1,083  in Cohen Steers Closed End on December 29, 2023 and sell it today you would earn a total of  53.00  from holding Cohen Steers Closed End or generate 4.89% return on investment over 90 days. Cohen Steers Closed End is currently producing 0.0785% returns and takes up 0.5281% volatility of returns over 90 trading days. Put another way, 4% 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   
       Risk  
Assuming the 90 days horizon Cohen Steers is expected to generate 1.73 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

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 Closed End, 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 = 0.1486

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashXFOFXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.53
  actual daily
4
96% of assets are more volatile

Expected Return

 0.08
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.15
  actual daily
11
89% of assets perform better
Based on monthly moving average Cohen Steers is performing at about 11% of its full potential. 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 it 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.

About Cohen Steers Performance

To evaluate Cohen Steers Closed-end 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 Closed-end 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.
Cohen Steers is entity of United States. It is traded as Fund on NMFQS exchange.

Things to note about Cohen Steers Closed-end 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 Closed-end help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Cohen Steers' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cohen Steers' mutual fund performance include:
  • 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.
It's essential to remember that evaluating Cohen Steers' mutual fund performance is not an exact science, and many factors can impact Cohen Steers' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Cohen Steers Closed End. 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 census.
For more information on how to buy Cohen Mutual Fund please use our How to Invest in Cohen Steers guide.
Note that the Cohen Steers Closed-end information on this page should be used as a complementary analysis to other Cohen Steers' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

Complementary Tools for Cohen Mutual Fund analysis

When running Cohen Steers' price analysis, check to measure Cohen Steers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cohen Steers is operating at the current time. Most of Cohen Steers' value examination focuses on studying past and present price action to predict the probability of Cohen Steers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cohen Steers' price. Additionally, you may evaluate how the addition of Cohen Steers to your portfolios can decrease your overall portfolio volatility.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Money Managers
Screen money managers from public funds and ETFs managed around the world
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Please note, there is a significant difference between Cohen Steers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Cohen Steers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cohen Steers' 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.