Cohen & Steers Total Return Realty Fund (RFI) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Cohen & Steers Total Return Realty Fund (RFI) ten years ago, at the end of Oct 2016, was worth $19,058 at the end of Oct 2026 with every dividend reinvested: 6.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $39,848 reinvested (7.6% a year), or $23,613 taking the dividends as cash, $15,637 of it paid out along the way.
RFI became
$39,848
S&P 500: $72,756
Return a year
7.6%
S&P 500: 11.1%
Payouts reinvested
$38,370
bought more shares
Worst drop
-65.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | RFI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +2.1% | $2,885 | +11.7% |
| 2025 | +3.6% | $3,313 | +17.7% |
| 2024 | +6.7% | $2,993 | +24.9% |
| 2023 | +4.4% | $2,764 | +26.2% |
| 2022 | −22.1% | $3,149 | −18.2% |
| 2021 | +39.2% | $2,873 | +28.7% |
| 2020 | −1.2% | $2,098 | +18.3% |
| 2019 | +44.5% | $2,086 | +31.2% |
| 2018 | −9.0% | $1,842 | −4.6% |
| 2017 | +14.0% | $1,768 | +21.7% |
| 2016 | +3.3% | $1,618 | +12.0% |
| 2015 | +6.1% | $2,038 | +1.2% |
| 2014 | +21.9% | $1,829 | +13.5% |
| 2013 | −11.1% | $1,462 | +32.3% |
| 2012 | +36.8% | $1,721 | +16.0% |
| 2011 | −14.3% | $938 | +1.9% |
| 2010 | +71.2% | $1,428 | +15.1% |
| 2009 | +42.1% | $500 | +26.4% |
| 2008 | −37.9% | $1,066 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: RFI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Cohen & Steers Total Return Realty Fund (RFI) at the end of Dec 2007, with dividends reinvested, was worth $39,848 at the end of Oct 2026: 7.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, RFI turned $10,000 into $19,058 with dividends reinvested, 6.7% a year.
- Over the 5 years to Oct 2026, RFI returned -1.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking RFI's dividends as cash instead of reinvesting them, the same $10,000 ended at $23,613, including $15,637 of cash received; reinvesting added $16,235.
- RFI's best calendar year in that time was 2010 (71.2%) and its worst 2008 (-37.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Cohen & Steers Total Return Realty Fund (RFI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/RFI/total-return
RFI total return questions
If I invested $10,000 in RFI 10 years ago, how much would I have?
About $19,058 at the end of Oct 2026, with every dividend reinvested: 6.7% a year. Taking them as cash, you'd have shares worth $8,644 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is RFI's total return since Dec 2007?
298% in total, or 7.6% a year, through Oct 2026 with dividends reinvested. The share price alone fell 20%.
How much of RFI's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $16,235 better off on a $10,000 start.
What was RFI's worst year?
2008, at -37.9% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -65.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.