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abrdn Realty Income & Growth Fund (AIGYX) Sharpe Ratio: 1.80

Mutual Fund · Currency in USD · Last updated Jul 14, 2026

The investment seeks a high level of current income; capital appreciation is a secondary objective. The fund invests 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers which (i) are principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer's assets. It may invest up to 35% of its net assets in foreign securities. The fund may invest in companies of any market capitalization. It is non-diversified.

AIGYX's Sharpe Ratio of 1.80 indicates that for each unit of volatility, it generates 1.80 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 14, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

AIGYX Sharpe Ratio Rank

AIGYX Sharpe Ratio Rank: 66.667
Above Average

AIGYX ranks above 66.6% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

AIGYX Sharpe Ratio Market Positioning

The chart shows AIGYX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.06 or lower
  • Yellow zone (middle 50%): 1.06 to 1.94
  • Green zone (top 25%): 1.94 or higher
  • Top 1%: 3.88+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares abrdn Realty Income & Growth Fund's Sharpe Ratio with other mutual funds in the REIT category across multiple time periods, showing how AIGYX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CREMXRedwood Real Estate Income Fund17.15
QREARXTIAA Real Estate Account4.39
FSREXFidelity Series Real Estate Income Fund2.55
IRSAXDelaware Ivy Securian Real Estate Securities Fund1.84
AIGYXabrdn Realty Income & Growth Fund1.80
MXREXGreat-West Real Estate Index Fund1.67
IVRSXVY CBRE Real Estate Portfolio1.60
PJEZXPGIM US Real Estate Fund1.58
FIKMXFidelity Advisor Real Estate Income Fund Class Z1.49
GRIFXApollo Diversified Real Estate Fund Class I1.49

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AIGYX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AIGYX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does AIGYX fit in your portfolio?

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