ARIIX vs. IRFIX
ARIIX (AB Global Real Estate Investment Fund II) and IRFIX (Cohen & Steers International Realty Fund) are both REIT funds. Over the past 10 years, ARIIX returned 4.92%/yr vs 2.54%/yr for IRFIX. A 0.75 correlation means they provide meaningful diversification when combined. ARIIX charges 0.74%/yr vs 1.00%/yr for IRFIX.
Performance
ARIIX vs. IRFIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ARIIX achieves a 6.29% return, which is significantly higher than IRFIX's -2.08% return. Over the past 10 years, ARIIX has outperformed IRFIX with an annualized return of 4.92%, while IRFIX has yielded a comparatively lower 2.54% annualized return.
ARIIX
- 1D
- 0.27%
- 1M
- -1.69%
- YTD
- 6.29%
- 6M
- 6.89%
- 1Y
- 10.63%
- 3Y*
- 9.20%
- 5Y*
- 2.16%
- 10Y*
- 4.92%
IRFIX
- 1D
- -0.22%
- 1M
- -2.51%
- YTD
- -2.08%
- 6M
- -0.78%
- 1Y
- 3.47%
- 3Y*
- 4.52%
- 5Y*
- -3.39%
- 10Y*
- 2.54%
ARIIX vs. IRFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 6.29% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
IRFIX Cohen & Steers International Realty Fund | -2.08% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
Correlation
The correlation between ARIIX and IRFIX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2005 | 0.75 |
The correlation between ARIIX and IRFIX has been stable across timeframes, ranging from 0.69 to 0.75 - 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
ARIIX vs. IRFIX — Risk / Return Rank
ARIIX
IRFIX
ARIIX vs. IRFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Real Estate Investment Fund II (ARIIX) and Cohen & Steers International Realty Fund (IRFIX). 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.
| ARIIX | IRFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.23 | +0.73 |
| Martin ratioReturn relative to average drawdown | 3.42 | 0.63 | +2.79 |
Loading charts...
Drawdowns
ARIIX vs. IRFIX - Drawdown Comparison
The maximum ARIIX drawdown since its inception was -70.35%, roughly equal to the maximum IRFIX drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for ARIIX and IRFIX.
Loading charts...
Drawdown Indicators
| ARIIX | IRFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.35% | -70.13% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -14.85% | +4.09% |
Max Drawdown (3Y)Largest decline over 3 years | -17.13% | -21.06% | +3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -33.83% | -38.24% | +4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -39.51% | -2.79% |
Current DrawdownCurrent decline from peak | -4.35% | -18.43% | +14.08% |
Average DrawdownAverage peak-to-trough decline | -12.76% | -18.65% | +5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 5.36% | -2.33% |
Volatility
ARIIX vs. IRFIX - Volatility Comparison
AB Global Real Estate Investment Fund II (ARIIX) has a higher volatility of 4.10% compared to Cohen & Steers International Realty Fund (IRFIX) at 3.57%. This indicates that ARIIX's price experiences larger fluctuations and is considered to be riskier than IRFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ARIIX | IRFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.57% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 10.98% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.18% | 13.19% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 15.34% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 15.67% | +1.97% |
ARIIX vs. IRFIX - Expense Ratio Comparison
ARIIX has a 0.74% expense ratio, which is lower than IRFIX's 1.00% expense ratio.
Dividends
ARIIX vs. IRFIX - Dividend Comparison
ARIIX's dividend yield for the trailing twelve months is around 4.14%, less than IRFIX's 6.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 4.14% | 3.77% | 2.99% | 3.34% | 5.98% | 4.38% | 1.54% | 8.58% | 4.72% | 5.59% | 5.20% | 3.45% |
IRFIX Cohen & Steers International Realty Fund | 6.30% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
Frequently Asked Questions
ARIIX and IRFIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARIIX has higher volatility (4.10%) compared to IRFIX (3.57%). In terms of maximum drawdown, ARIIX dropped -70.35% vs IRFIX's -70.13%.
ARIIX currently has the higher Sharpe Ratio (0.85 vs 0.26), 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 ARIIX and IRFIX
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