AIGYX vs. PRERX
Compare and contrast key facts about abrdn Realty Income & Growth Fund (AIGYX) and Principal Real Estate Securities Fund (PRERX).
AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998. PRERX is managed by Principal. It was launched on Dec 6, 2000.
Performance
AIGYX vs. PRERX - Performance Comparison
Loading graphics...
AIGYX vs. PRERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.07% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
PRERX Principal Real Estate Securities Fund | 3.16% | 0.69% | 4.93% | 12.74% | -25.59% | 38.94% | -3.75% | 30.47% | -4.77% | 8.49% |
Returns By Period
In the year-to-date period, AIGYX achieves a 6.07% return, which is significantly higher than PRERX's 3.16% return. Over the past 10 years, AIGYX has outperformed PRERX with an annualized return of 7.54%, while PRERX has yielded a comparatively lower 5.16% annualized return.
AIGYX
- 1D
- 1.49%
- 1M
- -6.16%
- YTD
- 6.07%
- 6M
- 5.14%
- 1Y
- 10.06%
- 3Y*
- 10.00%
- 5Y*
- 8.96%
- 10Y*
- 7.54%
PRERX
- 1D
- 1.43%
- 1M
- -5.79%
- YTD
- 3.16%
- 6M
- 0.55%
- 1Y
- 0.27%
- 3Y*
- 6.02%
- 5Y*
- 3.12%
- 10Y*
- 5.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AIGYX vs. PRERX - Expense Ratio Comparison
AIGYX has a 1.01% expense ratio, which is lower than PRERX's 1.37% expense ratio.
Return for Risk
AIGYX vs. PRERX — Risk / Return Rank
AIGYX
PRERX
AIGYX vs. PRERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Realty Income & Growth Fund (AIGYX) and Principal Real Estate Securities Fund (PRERX). 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.
| AIGYX | PRERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.03 | +0.61 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.14 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.02 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.11 | +0.80 |
Martin ratioReturn relative to average drawdown | 4.05 | 0.39 | +3.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AIGYX | PRERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.03 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.17 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.26 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.35 | +0.03 |
Correlation
The correlation between AIGYX and PRERX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIGYX vs. PRERX - Dividend Comparison
AIGYX's dividend yield for the trailing twelve months is around 7.97%, more than PRERX's 2.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 7.97% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
PRERX Principal Real Estate Securities Fund | 2.11% | 2.23% | 3.79% | 2.28% | 3.07% | 3.90% | 2.28% | 2.66% | 3.78% | 3.24% | 4.02% | 6.62% |
Drawdowns
AIGYX vs. PRERX - Drawdown Comparison
The maximum AIGYX drawdown since its inception was -79.94%, which is greater than PRERX's maximum drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for AIGYX and PRERX.
Loading graphics...
Drawdown Indicators
| AIGYX | PRERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.94% | -70.21% | -9.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -11.57% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -31.45% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -43.10% | -41.25% | -1.85% |
Current DrawdownCurrent decline from peak | -6.16% | -8.57% | +2.41% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -11.74% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.20% | -0.44% |
Volatility
AIGYX vs. PRERX - Volatility Comparison
abrdn Realty Income & Growth Fund (AIGYX) has a higher volatility of 4.64% compared to Principal Real Estate Securities Fund (PRERX) at 4.37%. This indicates that AIGYX's price experiences larger fluctuations and is considered to be riskier than PRERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AIGYX | PRERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.37% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.09% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 15.63% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.72% | 18.39% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.94% | 19.68% | +2.26% |