Cohen & Steers Tax-Advantaged
PTA----
Morningstar ratings
Sep 30, 2026Past 3 years
Past 5 years
Past 10 yearsNo rating
Historical performance
| Period | Cohen & Steers Tax-Advantaged | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 6.04% | 13.56% | 18.22% | 6.67% |
| 1 week | 0.29% | 1.17% | 2.45% | 0.41% |
| 1 month | 6.86% | 0.72% | 3.66% | 4.02% |
| 6 months | 5.87% | 18.10% | 25.59% | 10.24% |
| 1 year | 9.91% | 15.76% | 20.62% | 9.64% |
| 3 years | 26.45% | 82.56% | 107.85% | 54.80% |
| All | 9.03% | 50.64% | 1266.30% | 3912.45% |