ARIIX vs. AIGYX
Compare and contrast key facts about AB Global Real Estate Investment Fund II (ARIIX) and abrdn Realty Income & Growth Fund (AIGYX).
ARIIX is managed by AllianceBernstein. It was launched on Dec 8, 1997. AIGYX is managed by Aberdeen. It was launched on Dec 29, 1998.
Performance
ARIIX vs. AIGYX - Performance Comparison
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ARIIX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | -0.74% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
AIGYX abrdn Realty Income & Growth Fund | 4.51% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Returns By Period
In the year-to-date period, ARIIX achieves a -0.74% return, which is significantly lower than AIGYX's 4.51% return. Over the past 10 years, ARIIX has underperformed AIGYX with an annualized return of 4.34%, while AIGYX has yielded a comparatively higher 7.38% annualized return.
ARIIX
- 1D
- 0.10%
- 1M
- -10.68%
- YTD
- -0.74%
- 6M
- -0.65%
- 1Y
- 7.61%
- 3Y*
- 7.30%
- 5Y*
- 2.60%
- 10Y*
- 4.34%
AIGYX
- 1D
- 0.19%
- 1M
- -6.98%
- YTD
- 4.51%
- 6M
- 3.60%
- 1Y
- 8.55%
- 3Y*
- 9.46%
- 5Y*
- 9.09%
- 10Y*
- 7.38%
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ARIIX vs. AIGYX - Expense Ratio Comparison
ARIIX has a 0.74% expense ratio, which is lower than AIGYX's 1.01% expense ratio.
Return for Risk
ARIIX vs. AIGYX — Risk / Return Rank
ARIIX
AIGYX
ARIIX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Real Estate Investment Fund II (ARIIX) and abrdn Realty Income & Growth Fund (AIGYX). 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.
| ARIIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.60 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.91 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.12 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.79 | -0.06 |
Martin ratioReturn relative to average drawdown | 2.92 | 3.57 | -0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARIIX | AIGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.44 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.34 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.05 |
Correlation
The correlation between ARIIX and AIGYX is 0.90, 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
ARIIX vs. AIGYX - Dividend Comparison
ARIIX's dividend yield for the trailing twelve months is around 3.71%, less than AIGYX's 8.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 3.71% | 3.77% | 2.99% | 3.34% | 5.98% | 4.38% | 1.54% | 8.58% | 4.72% | 5.59% | 5.20% | 3.45% |
AIGYX abrdn Realty Income & Growth Fund | 8.09% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
Drawdowns
ARIIX vs. AIGYX - Drawdown Comparison
The maximum ARIIX drawdown since its inception was -70.35%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for ARIIX and AIGYX.
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Drawdown Indicators
| ARIIX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.35% | -79.94% | +9.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.30% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -33.83% | -31.20% | -2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -43.10% | +0.80% |
Current DrawdownCurrent decline from peak | -10.68% | -7.54% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -12.49% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.74% | -0.02% |
Volatility
ARIIX vs. AIGYX - Volatility Comparison
AB Global Real Estate Investment Fund II (ARIIX) and abrdn Realty Income & Growth Fund (AIGYX) have volatilities of 4.32% and 4.36%, 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.
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Volatility by Period
| ARIIX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 4.36% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 9.08% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.18% | 16.11% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 20.71% | -4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 21.94% | -4.35% |