ARIIX vs. QUASX
ARIIX (AB Global Real Estate Investment Fund II) and QUASX (AB Small Cap Growth Portfolio) are both mutual funds - ARIIX is a REIT fund managed by AllianceBernstein, while QUASX is a Small Cap Growth Equities fund managed by AllianceBernstein. Over the past 10 years, ARIIX returned 5.21%/yr vs 15.65%/yr for QUASX. A 0.60 correlation means they provide meaningful diversification when combined. ARIIX charges 0.74%/yr vs 1.11%/yr for QUASX.
Performance
ARIIX vs. QUASX - Performance Comparison
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Returns By Period
In the year-to-date period, ARIIX achieves a 7.14% return, which is significantly lower than QUASX's 25.68% return. Over the past 10 years, ARIIX has underperformed QUASX with an annualized return of 5.21%, while QUASX has yielded a comparatively higher 15.65% annualized return.
ARIIX
- 1D
- 0.81%
- 1M
- -0.90%
- YTD
- 7.14%
- 6M
- 7.45%
- 1Y
- 10.06%
- 3Y*
- 11.25%
- 5Y*
- 2.02%
- 10Y*
- 5.21%
QUASX
- 1D
- 2.19%
- 1M
- 6.60%
- YTD
- 25.68%
- 6M
- 21.57%
- 1Y
- 38.11%
- 3Y*
- 18.07%
- 5Y*
- 3.18%
- 10Y*
- 15.65%
ARIIX vs. QUASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 7.14% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
QUASX AB Small Cap Growth Portfolio | 25.68% | 4.85% | 18.49% | 17.83% | -39.09% | 9.76% | 53.85% | 49.85% | -1.02% | 34.71% |
Correlation
The correlation between ARIIX and QUASX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 1997 | 0.60 |
Over the past year, the correlation between ARIIX and QUASX has dropped to 0.36 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
ARIIX vs. QUASX — Risk / Return Rank
ARIIX
QUASX
ARIIX vs. QUASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Real Estate Investment Fund II (ARIIX) and AB Small Cap Growth Portfolio (QUASX). 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 | QUASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.67 | -1.59 |
| Martin ratioReturn relative to average drawdown | 3.81 | 9.78 | -5.97 |
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Drawdowns
ARIIX vs. QUASX - Drawdown Comparison
The maximum ARIIX drawdown since its inception was -70.35%, which is greater than QUASX's maximum drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for ARIIX and QUASX.
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Drawdown Indicators
| ARIIX | QUASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.35% | -60.97% | -9.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -15.02% | +4.26% |
Max Drawdown (3Y)Largest decline over 3 years | -17.13% | -31.68% | +14.55% |
Max Drawdown (5Y)Largest decline over 5 years | -33.83% | -47.37% | +13.54% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -47.37% | +5.07% |
Current DrawdownCurrent decline from peak | -3.58% | 0.00% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -12.76% | -15.73% | +2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 4.09% | -1.06% |
Volatility
ARIIX vs. QUASX - Volatility Comparison
The current volatility for AB Global Real Estate Investment Fund II (ARIIX) is 4.06%, while AB Small Cap Growth Portfolio (QUASX) has a volatility of 8.06%. This indicates that ARIIX experiences smaller price fluctuations and is considered to be less risky than QUASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARIIX | QUASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 8.06% | -4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 19.34% | -9.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.22% | 24.64% | -12.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 26.51% | -10.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 25.63% | -7.98% |
ARIIX vs. QUASX - Expense Ratio Comparison
ARIIX has a 0.74% expense ratio, which is lower than QUASX's 1.11% expense ratio.
Dividends
ARIIX vs. QUASX - Dividend Comparison
ARIIX's dividend yield for the trailing twelve months is around 4.11%, while QUASX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 4.11% | 3.77% | 2.99% | 3.34% | 5.98% | 4.38% | 1.54% | 8.58% | 4.72% | 5.59% | 5.20% | 3.45% |
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.07% | 9.86% | 18.20% | 19.70% | 9.29% | 2.32% | 9.19% |
Frequently Asked Questions
ARIIX and QUASX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QUASX has higher volatility (8.06%) compared to ARIIX (4.06%). In terms of maximum drawdown, ARIIX dropped -70.35% vs QUASX's -60.97%.
QUASX currently has the higher Sharpe Ratio (1.63 vs 0.95), 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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