RFI vs SPY
Comparison between Cohen & Steers Total Return Realty Fund Inc (RFI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed RFI, delivering a return of +13.3% compared to +1.5%
RFI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RFI vs SPY - Historical Returns
Returns include dividend reinvestment.
RFI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RFI | SPY |
|---|---|---|
| 2026 | +7.00% | +8.26% |
| 2025 | +3.56% | +18.00% |
| 2024 | +5.12% | +25.59% |
| 2023 | +3.73% | +26.72% |
| 2022 | -21.85% | -18.64% |
| 2021 | +46.27% | +30.52% |
| 2020 | -0.47% | +17.28% |
| 2019 | +44.31% | +31.09% |
| 2018 | -8.47% | -5.24% |
| 2017 | +12.52% | +20.78% |
| 2016 | +4.60% | +13.59% |
| 2015 | +5.13% | +1.31% |
| 2014 | +19.90% | +14.56% |
| 2013 | -14.18% | +29.00% |
| 2012 | +33.99% | +14.17% |
| 2011 | -15.84% | +0.85% |
| 2010 | +71.15% | +13.14% |
| 2009 | +36.52% | +22.67% |
| 2008 | -39.02% | -36.25% |
| 2007 | -23.61% | +5.32% |
| 2006 | +25.10% | +13.85% |
| 2005 | +4.26% | +5.32% |
| 2004 | +20.62% | +10.75% |
| 2003 | +32.88% | +24.18% |
| 2002 | +10.37% | -22.42% |
| 2001 | +24.54% | -10.13% |
| 2000 | +18.76% | -8.84% |
| 1999 | -3.94% | +8.61% |
RFI vs SPY Drawdown Comparison
The maximum drawdown for RFI was -73.68%, occurring on Mar 9, 2009. Recovery took 959 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current RFI drawdown is -4.47%. The current SPY drawdown is -2.90%.
| Rank | RFI | SPY |
|---|---|---|
| #1 | -73.68% Feb 5, 2007 - Nov 23, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -50.51% Feb 11, 2020 - Feb 24, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.30% Jan 4, 2022 - Oct 25, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.40% Jan 3, 2011 - Apr 2, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.19% Apr 5, 2013 - Jan 26, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.94% Mar 31, 2004 - Dec 6, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.73% Aug 15, 2001 - Jan 22, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.69% Sep 6, 2012 - Dec 19, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.32% Jan 10, 2006 - Sep 14, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.29% Sep 4, 2018 - Jan 29, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.70% Jul 28, 2016 - Dec 18, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.08% Jun 21, 2002 - Sep 17, 2002 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.43% Nov 12, 1999 - Apr 3, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.08% Apr 27, 2012 - Aug 3, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.91% Apr 1, 2015 - Mar 14, 2016 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between RFI and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
RFI vs SPY dividend yield comparison.
| Year | RFI | SPY |
|---|---|---|
| 2026 | 3.51% | 0.24% |
| 2025 | 8.69% | 1.07% |
| 2024 | 8.29% | 1.21% |
| 2023 | 8.17% | 1.40% |
| 2022 | 10.02% | 1.65% |
| 2021 | 6.82% | 1.20% |
| 2020 | 7.61% | 1.52% |
| 2019 | 6.63% | 1.75% |
| 2018 | 8.93% | 2.04% |
| 2017 | 7.52% | 1.80% |
| 2016 | 7.93% | 2.03% |
| 2015 | 10.36% | 2.06% |
| 2014 | 9.85% | 1.87% |
| 2013 | 9.57% | 1.81% |
| 2012 | 9.59% | 2.18% |
| 2011 | 7.39% | 2.05% |
| 2010 | 9.68% | 1.80% |
| 2009 | 5.42% | 1.95% |
| 2008 | 18.37% | 3.02% |
| 2007 | 20.41% | 1.85% |
| 2006 | 14.52% | 1.73% |
| 2005 | 12.48% | 1.73% |
| 2004 | 5.86% | 1.82% |
| 2003 | 5.92% | 1.47% |
| 2002 | 6.77% | 1.70% |
| 2001 | 6.69% | 1.25% |
| 2000 | 8.08% | 1.15% |
| 1999 | 1.79% | 0.24% |
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