ARIIX vs. IRFIX
Compare and contrast key facts about AB Global Real Estate Investment Fund II (ARIIX) and Cohen & Steers International Realty Fund (IRFIX).
ARIIX is managed by AllianceBernstein. It was launched on Dec 8, 1997. IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005.
Performance
ARIIX vs. IRFIX - Performance Comparison
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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 | -0.74% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
IRFIX Cohen & Steers International Realty Fund | -4.81% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
Returns By Period
In the year-to-date period, ARIIX achieves a -0.74% return, which is significantly higher than IRFIX's -4.81% return. Over the past 10 years, ARIIX has outperformed IRFIX with an annualized return of 4.34%, while IRFIX has yielded a comparatively lower 2.52% 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%
IRFIX
- 1D
- 0.46%
- 1M
- -14.45%
- YTD
- -4.81%
- 6M
- -3.48%
- 1Y
- 14.38%
- 3Y*
- 3.81%
- 5Y*
- -2.16%
- 10Y*
- 2.52%
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ARIIX vs. IRFIX - Expense Ratio Comparison
ARIIX has a 0.74% expense ratio, which is lower than IRFIX's 1.00% expense ratio.
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.
| ARIIX | IRFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.99 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.37 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.86 | -0.13 |
Martin ratioReturn relative to average drawdown | 2.92 | 3.90 | -0.99 |
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 | IRFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.99 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.14 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.16 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.18 | +0.15 |
Correlation
The correlation between ARIIX and IRFIX is 0.75, 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. IRFIX - Dividend Comparison
ARIIX's dividend yield for the trailing twelve months is around 3.71%, less than IRFIX's 6.48% 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% |
IRFIX Cohen & Steers International Realty Fund | 6.48% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
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.
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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 (5Y)Largest decline over 5 years | -33.83% | -38.41% | +4.58% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -39.51% | -2.79% |
Current DrawdownCurrent decline from peak | -10.68% | -20.71% | +10.03% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -18.69% | +5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.29% | -0.57% |
Volatility
ARIIX vs. IRFIX - Volatility Comparison
The current volatility for AB Global Real Estate Investment Fund II (ARIIX) is 4.32%, while Cohen & Steers International Realty Fund (IRFIX) has a volatility of 5.06%. This indicates that ARIIX experiences smaller price fluctuations and is considered to be less risky than IRFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARIIX | IRFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 5.06% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 9.13% | -0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.18% | 13.55% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 15.12% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 15.59% | +2.00% |