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RNP vs DFSI

Comparison between Cohen & Steers REIT & Preferred Income Fund Inc (RNP, ETF) and DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (DFSI, ETF).

RNP vs DFSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RNP
$1.10B
DFSI
$1.10B
Expense Ratio
RNP
N/A
DFSI
0.24%
Max Drawdown
RNP
90.81%
Winner
DFSI
13.30%
Sharpe Ratio
RNP
-0.13
Winner
DFSI
0.97
5Y Beta
Winner
RNP
0.52
DFSI
0.71
5Y Dividends CAGR
RNP
3.51%
DFSI
N/A

RNP vs DFSI - Historical Returns

Returns include dividend reinvestment.

1M
RNP
-2.02%
Winner
DFSI
+0.85%
3M
RNP
+1.03%
Winner
DFSI
+5.87%
6M
Winner
RNP
+9.82%
DFSI
+8.12%
1Y
RNP
+0.41%
Winner
DFSI
+18.31%
5Y(CAGR)
RNP
+2.89%
DFSI
N/A
10Y(CAGR)
RNP
+8.87%
DFSI
N/A
Max(CAGR)
RNP
+8.99%
Winner
DFSI
+20.70%

RNP vs DFSI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearRNPDFSI
2026+6.85%+5.78%
2025+3.12%+33.93%
2024+10.69%+6.26%
2023+3.80%+17.21%
2022-21.24%+11.99%
2021+37.01%N/A
2020+2.89%N/A
2019+44.67%N/A
2018-8.82%N/A
2017+18.94%N/A
2016+12.46%N/A
2015+4.19%N/A
2014+30.11%N/A
2013-2.87%N/A
2012+25.57%N/A
2011+6.49%N/A
2010+48.81%N/A
2009+82.91%N/A
2008-61.27%N/A
2007-30.01%N/A
2006+36.26%N/A
2005+8.98%N/A
2004+14.72%N/A
2003+7.13%N/A

RNP vs DFSI Drawdown Comparison

The maximum drawdown for RNP was -86.90%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The maximum drawdown for DFSI was -12.82%, occurring on Oct 27, 2023. Recovery took 104 trading sessions.

The current RNP drawdown is -3.61%. The current DFSI drawdown is -2.25%.

RankRNPDFSI
#1-86.90%
Feb 8, 2007 - Jun 29, 2012
-12.82%
Jul 19, 2023 - Dec 14, 2023
#2-56.66%
Feb 11, 2020 - Feb 11, 2021
-12.63%
Mar 19, 2025 - Apr 25, 2025
#3-36.20%
Jan 4, 2022 - Aug 23, 2024
-12.26%
Feb 26, 2026 - Mar 27, 2026
#4-24.38%
May 20, 2013 - Jul 8, 2014
-9.65%
Sep 26, 2024 - Mar 5, 2025
#5-22.45%
Apr 1, 2004 - Oct 29, 2004
-8.12%
Feb 2, 2023 - Apr 13, 2023
#6-17.27%
Oct 17, 2017 - Feb 11, 2019
-7.02%
Jul 16, 2024 - Aug 19, 2024
#7-16.36%
Sep 16, 2024 - Jul 11, 2025
-5.15%
Mar 27, 2024 - May 14, 2024
#8-14.37%
Jul 29, 2016 - May 24, 2017
-4.91%
Nov 12, 2025 - Dec 4, 2025
#9-13.45%
Mar 23, 2015 - Jan 5, 2016
-4.59%
May 8, 2023 - Jun 15, 2023
#10-12.24%
Jan 5, 2016 - Mar 16, 2016
-4.01%
Jun 15, 2023 - Jul 12, 2023
#11-12.23%
Jul 11, 2025 - Dec 12, 2025
-3.97%
Jul 23, 2025 - Aug 13, 2025
#12-11.41%
Sep 21, 2012 - Jan 9, 2013
-3.79%
Dec 13, 2022 - Jan 6, 2023
#13-9.29%
Sep 3, 2021 - Dec 27, 2021
-3.71%
Dec 27, 2023 - Feb 16, 2024
#14-8.72%
Jul 28, 2005 - Dec 27, 2005
-3.45%
Jun 6, 2024 - Jul 11, 2024
#15-8.61%
Mar 8, 2005 - May 5, 2005
-3.36%
Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between RNP and DFSI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2003 - 2026)

RNP vs DFSI dividend yield comparison.

YearRNPDFSI
20263.98%0.22%
20258.22%2.23%
20247.81%2.39%
20238.10%2.10%
202213.26%0.18%
20215.20%0.00%
20206.52%0.00%
20196.25%0.00%
20188.36%0.00%
20177.00%0.00%
20167.75%0.00%
20158.03%0.00%
20146.79%0.00%
20137.64%0.00%
20127.06%0.00%
20118.48%0.00%
20107.00%0.00%
20098.09%0.00%
200839.77%0.00%
200720.03%0.00%
200612.97%0.00%
200513.79%0.00%
20048.55%0.00%
20033.28%0.00%

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