AIGYX vs. JERIX
AIGYX (abrdn Realty Income & Growth Fund) and JERIX (Janus Henderson Global Real Estate Fund) are both REIT funds. Over the past 10 years, AIGYX returned 8.34%/yr vs 6.13%/yr for JERIX. Their correlation of 0.88 suggests significant overlap in exposure. AIGYX charges 1.01%/yr vs 1.03%/yr for JERIX.
Performance
AIGYX vs. JERIX - Performance Comparison
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Returns By Period
In the year-to-date period, AIGYX achieves a 16.35% return, which is significantly higher than JERIX's 9.11% return. Over the past 10 years, AIGYX has outperformed JERIX with an annualized return of 8.34%, while JERIX has yielded a comparatively lower 6.13% annualized return.
AIGYX
- 1D
- 1.54%
- 1M
- 0.48%
- YTD
- 16.35%
- 6M
- 16.35%
- 1Y
- 19.64%
- 3Y*
- 14.18%
- 5Y*
- 8.74%
- 10Y*
- 8.34%
JERIX
- 1D
- 0.61%
- 1M
- -0.68%
- YTD
- 9.11%
- 6M
- 9.20%
- 1Y
- 11.87%
- 3Y*
- 9.69%
- 5Y*
- 0.40%
- 10Y*
- 6.13%
AIGYX vs. JERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 16.35% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
JERIX Janus Henderson Global Real Estate Fund | 9.11% | 9.45% | 0.11% | 7.60% | -25.23% | 22.43% | 1.38% | 30.91% | -3.15% | 17.72% |
Correlation
The correlation between AIGYX and JERIX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2007 | 0.88 |
The correlation between AIGYX and JERIX has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.
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Return for Risk
AIGYX vs. JERIX — Risk / Return Rank
AIGYX
JERIX
AIGYX vs. JERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and Janus Henderson Global Real Estate Fund (JERIX). 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 | JERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 1.34 | +1.41 |
| Martin ratioReturn relative to average drawdown | 9.29 | 4.78 | +4.51 |
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Drawdowns
AIGYX vs. JERIX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -79.94%, which is greater than JERIX's maximum drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for AIGYX and JERIX.
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Drawdown Indicators
| AIGYX | JERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.94% | -65.94% | -14.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -9.97% | +2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -18.26% | -19.16% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -34.01% | +2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -43.10% | -39.36% | -3.74% |
Current DrawdownCurrent decline from peak | -0.69% | -3.81% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -11.02% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.78% | -0.50% |
Volatility
AIGYX vs. JERIX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) has a higher volatility of 5.40% compared to Janus Henderson Global Real Estate Fund (JERIX) at 3.78%. This indicates that AIGYX's price experiences larger fluctuations and is considered to be riskier than JERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIGYX | JERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.78% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 9.14% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 11.83% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.74% | 15.93% | +4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 16.96% | +5.03% |
AIGYX vs. JERIX - Expense Ratio Comparison
AIGYX has a 1.01% expense ratio, which is lower than JERIX's 1.03% expense ratio.
Dividends
AIGYX vs. JERIX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 6.89%, more than JERIX's 2.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.89% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
JERIX Janus Henderson Global Real Estate Fund | 2.99% | 3.25% | 2.78% | 2.70% | 1.54% | 5.83% | 1.55% | 4.59% | 5.20% | 4.44% | 4.51% | 4.66% |
Frequently Asked Questions
AIGYX and JERIX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIGYX has higher volatility (5.40%) compared to JERIX (3.78%). In terms of maximum drawdown, AIGYX dropped -79.94% vs JERIX's -65.94%.
AIGYX currently has the higher Sharpe Ratio (1.55 vs 1.13), 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.
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