Cohen & Steers Real Estate Active ETF (CSRE) Performance
CSRE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.5% since Dec 31, 2025
- 1 year
- +8.3% total return
- Since first price
- +14.1% since 2025
CSRE trailing returns vs SPY, QQQ, AGG
| Period | CSRE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.1% | +1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.5% | −4.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.2% | −2.1% | +7.8% | +8.4% | −1.5% |
| YTD | +10.5% | +9.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.3% | +6.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 5, 2025 | +14.1% | +9.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CSRE vs SPY
From Feb 5, 2025: CSRE grew to $11,410, SPY to $12,825.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CSRE returns by calendar year
2026 is year to date.
CSRE annual returns table
| Year | CSRE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.5% | −10.6% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CSRE largest drawdowns
Now 6.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 3, 2025 | −13.0% | Apr 8, 2025 | Jun 10, 2025 | 36 days | 3 months |
| Jul 24, 2026 | −10.6% | Oct 7, 2026 | not yet | 2 months | 3 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CSRE risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +4.3% |
| Volatility (annualized) | 13.5% |
| Sharpe ratio | 0.09 |
| Sortino ratio | 0.15 |
| Best month | +9.0% |
| Worst month | −6.4% |
| Best 12 months | +16.8% |
| Worst 12 months | +4.7% |
| Positive months | 53% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CSRE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | +4.7% | +12.0% | +16.8% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
CSRE performance overview
Cohen & Steers Real Estate Active ETF (CSRE) returned +8.3% over the past year, with distributions reinvested. Since its first recorded price on Feb 5, 2025 it has returned +14.1%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.0%, from Mar 3, 2025 to Apr 8, 2025, and it took 2 months to get back to the old high. Volatility has been 13.5% a year.
Related: CSRE chart, CSRE holdings, CSRE dividends, CSRE valuation. See the CSRE overview for the latest quote and fund facts.
CSRE performance FAQ
What is the CSRE return over the past year?
CSRE returned +8.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.0%.
How much would $10,000 invested in CSRE be worth?
$10,000 invested in CSRE at its first recorded close on February 5, 2025 would be worth about $11,410 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of CSRE?
The largest peak-to-trough decline was −13.0% between March 3, 2025 and April 8, 2025. It recovered to the old high on June 10, 2025, 2 months after the bottom.
How volatile is CSRE?
Over the past history CSRE had an annualized volatility of 13.5% and a Sharpe ratio of 0.09 (excess return over 1–3 month T-bills per unit of risk).