Performance analysis of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
Annual Return
Over the past 3 years, RLTY has had an average annual return of +14.11%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Feb 24, 2022, RLTY has had an average annual return of +3.82%, underperforming the benchmark SPY, which returned +14.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.29% | +8.61% | +15.39% | +13.95% | -27.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.87% | +6.41% | -7.67% | +9.24% | +0.51% | +0.70% | +2.28% | +14.29% | |||||
| 2025 | +6.76% | +2.32% | -2.88% | -1.67% | +1.53% | +1.40% | +1.38% | +2.90% | -1.43% | -0.85% | +1.46% | -2.24% | +8.61% |
| 2024 | +0.72% | +1.51% | +5.50% | -9.01% | +3.84% | +4.60% | +11.57% | +5.39% | +4.32% | -4.13% | +2.31% | -10.03% | +15.39% |
| 2023 | +17.49% | -6.17% | -7.90% | +1.96% | -3.73% | +7.22% | +5.81% | -4.71% | -3.84% | -8.71% | +12.73% | +6.86% | +13.95% |
| 2022 | +0.86% | -0.41% | -2.85% | -7.00% | -8.54% | +3.25% | +3.27% | -20.83% | -1.76% | +13.73% | -7.69% | -27.73% |
Drawdown analysis of Cohen & Steers Real Estate Opportunities and Income Fund (RLTY)
The maximum drawdown for the RLTY was -35.42%, occurring on Oct 19, 2022. Recovery took 465 trading sessions.
The current RLTY drawdown is -0.44%.
Since Feb 24, 2022 RLTY has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.42% | Apr 20, 2022 | 126 | Oct 19, 2022 | 465 | Aug 27, 2024 | 591 |
| -20.78% | Sep 18, 2024 | 138 | Apr 8, 2025 | 211 | Feb 10, 2026 | 349 |
| -11.40% | Mar 2, 2026 | 19 | Mar 27, 2026 | 23 | Apr 30, 2026 | 42 |
| -2.78% | May 6, 2026 | 7 | May 15, 2026 | 6 | May 26, 2026 | 13 |
| -2.44% | Feb 25, 2022 | 35 | Apr 18, 2022 | 2 | Apr 20, 2022 | 37 |
| -2.27% | May 26, 2026 | 4 | Jun 1, 2026 | 18 | Jun 26, 2026 | 22 |
| -2.09% | Feb 17, 2026 | 2 | Feb 19, 2026 | 5 | Feb 26, 2026 | 7 |
| -1.66% | Sep 9, 2024 | 3 | Sep 12, 2024 | 1 | Sep 13, 2024 | 4 |
| -1.15% | Jul 14, 2026 | 1 | Jul 15, 2026 | 2 | Jul 17, 2026 | 3 |
| -1.03% | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 | Feb 13, 2026 | 3 |
| -0.94% | Jul 7, 2026 | 2 | Jul 9, 2026 | 2 | Jul 13, 2026 | 4 |
| -0.88% | Jun 29, 2026 | 1 | Jun 30, 2026 | 2 | Jul 2, 2026 | 3 |
| -0.67% | Aug 27, 2024 | 1 | Aug 28, 2024 | 2 | Aug 30, 2024 | 3 |
| -0.44% | Jul 17, 2026 | 1 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.31% | Sep 3, 2024 | 1 | Sep 4, 2024 | 3 | Sep 9, 2024 | 4 |
| -0.25% | Apr 30, 2026 | 2 | May 4, 2026 | 1 | May 5, 2026 | 3 |
| -0.12% | Sep 16, 2024 | 1 | Sep 17, 2024 | 1 | Sep 18, 2024 | 2 |