Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | Cohen & Steers Tax-Advantaged | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 1.80% | 11.85% | 13.30% | 9.38% |
| 1 week | 2.97% | 1.17% | 0.94% | 2.07% |
| 1 month | 4.62% | 0.92% | 0.43% | 2.27% |
| 6 months | 2.55% | 13.00% | 15.92% | 10.87% |
| 1 year | 5.97% | 16.24% | 19.46% | 14.02% |
| 3 years | 29.55% | 70.63% | 89.20% | 51.67% |
| All | 13.95% | 48.37% | 1209.40% | 4014.62% |