AIGYX vs. CREEX
AIGYX (abrdn Realty Income & Growth Fund) and CREEX (Columbia Real Estate Equity Fund) are both REIT funds. Over the past 10 years, AIGYX returned 7.98%/yr vs 5.76%/yr for CREEX. Their 0.97 correlation means they have historically moved very closely together. Both charge a 1.01% expense ratio.
Performance
AIGYX vs. CREEX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with AIGYX having a 20.94% return and CREEX slightly lower at 20.10%. Over the past 10 years, AIGYX has outperformed CREEX with an annualized return of 7.98%, while CREEX has yielded a comparatively lower 5.76% annualized return.
AIGYX
- 1D
- -0.56%
- 1M
- 1.14%
- 6M
- 18.32%
- YTD
- 20.94%
- 1Y
- 27.58%
- 3Y*
- 12.95%
- 5Y*
- 8.81%
- 10Y*
- 7.98%
- ALL TIME*
- 10.01%
CREEX
- 1D
- -0.55%
- 1M
- 0.74%
- 6M
- 18.19%
- YTD
- 20.10%
- 1Y
- 25.16%
- 3Y*
- 11.19%
- 5Y*
- 4.76%
- 10Y*
- 5.76%
- ALL TIME*
- 9.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AIGYX vs. CREEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 20.94% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
CREEX Columbia Real Estate Equity Fund | 20.10% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
Correlation
The correlation between AIGYX and CREEX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (3Y) Balances recent behavior with more history. | 0.98 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1999 | 0.97 |
The correlation between AIGYX and CREEX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AIGYX vs. CREEX — Risk / Return Rank
AIGYX
CREEX
AIGYX vs. CREEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and Columbia Real Estate Equity Fund (CREEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIGYX | CREEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.30 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.51 | 3.10 | +0.42 |
| Martin ratioReturn relative to average drawdown | 12.34 | 10.26 | +2.09 |
Loading charts...
Drawdowns
AIGYX vs. CREEX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -79.94%, which is greater than CREEX's maximum drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for AIGYX and CREEX.
Loading charts...
Drawdown Indicators
| AIGYX | CREEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.94% | -70.78% | -9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -7.94% | +0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -18.26% | -19.89% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -31.25% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -43.10% | -41.42% | -1.68% |
Current DrawdownCurrent decline from peak | -3.43% | -3.01% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -10.67% | -1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.39% | -0.20% |
Volatility
AIGYX vs. CREEX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) and Columbia Real Estate Equity Fund (CREEX) have volatilities of 4.85% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AIGYX | CREEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 4.86% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 10.84% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 14.17% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.76% | 19.10% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 20.72% | +1.28% |
AIGYX vs. CREEX - Expense Ratio Comparison
Both AIGYX and CREEX have an expense ratio of 1.01%.
Dividends
AIGYX vs. CREEX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 6.62%, more than CREEX's 5.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.62% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
CREEX Columbia Real Estate Equity Fund | 5.58% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
Frequently Asked Questions
With a correlation of 0.97, AIGYX and CREEX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CREEX has higher volatility (4.86%) compared to AIGYX (4.85%). In terms of maximum drawdown, AIGYX dropped -79.94% vs CREEX's -70.78%.
AIGYX currently has the higher Sharpe Ratio (1.97 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AIGYX and CREEX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer