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ARYVX vs. AIGYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARYVX vs. AIGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Global Real Estate Fund (ARYVX) and abrdn Realty Income & Growth Fund (AIGYX). The values are adjusted to include any dividend payments, if applicable.

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ARYVX vs. AIGYX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARYVX
American Century Global Real Estate Fund
1.72%6.61%7.05%12.38%-26.06%32.97%-0.66%29.88%-6.53%14.38%
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%

Returns By Period

In the year-to-date period, ARYVX achieves a 1.72% return, which is significantly lower than AIGYX's 6.07% return. Over the past 10 years, ARYVX has underperformed AIGYX with an annualized return of 5.62%, while AIGYX has yielded a comparatively higher 7.54% annualized return.


ARYVX

1D
1.72%
1M
-7.67%
YTD
1.72%
6M
1.16%
1Y
7.69%
3Y*
8.66%
5Y*
3.71%
10Y*
5.62%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARYVX vs. AIGYX - Expense Ratio Comparison

ARYVX has a 1.11% expense ratio, which is higher than AIGYX's 1.01% expense ratio.


Return for Risk

ARYVX vs. AIGYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARYVX
ARYVX Risk / Return Rank: 1919
Overall Rank
ARYVX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
ARYVX Sortino Ratio Rank: 1616
Sortino Ratio Rank
ARYVX Omega Ratio Rank: 1616
Omega Ratio Rank
ARYVX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ARYVX Martin Ratio Rank: 2525
Martin Ratio Rank

AIGYX
AIGYX Risk / Return Rank: 2424
Overall Rank
AIGYX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AIGYX Sortino Ratio Rank: 2020
Sortino Ratio Rank
AIGYX Omega Ratio Rank: 1919
Omega Ratio Rank
AIGYX Calmar Ratio Rank: 2727
Calmar Ratio Rank
AIGYX Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARYVX vs. AIGYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) 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.


ARYVXAIGYXDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.63

-0.09

Sortino ratio

Return per unit of downside risk

0.83

0.96

-0.13

Omega ratio

Gain probability vs. loss probability

1.12

1.13

-0.02

Calmar ratio

Return relative to maximum drawdown

0.75

0.91

-0.16

Martin ratio

Return relative to average drawdown

3.09

4.05

-0.96

ARYVX vs. AIGYX - Sharpe Ratio Comparison

The current ARYVX Sharpe Ratio is 0.55, which is comparable to the AIGYX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of ARYVX and AIGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARYVXAIGYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.63

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.44

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.34

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.38

-0.02

Correlation

The correlation between ARYVX 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

ARYVX vs. AIGYX - Dividend Comparison

ARYVX's dividend yield for the trailing twelve months is around 2.98%, less than AIGYX's 7.97% yield.


TTM20252024202320222021202020192018201720162015
ARYVX
American Century Global Real Estate Fund
2.98%3.03%2.14%2.49%7.05%7.85%0.99%4.37%3.97%3.40%4.48%2.98%
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%

Drawdowns

ARYVX vs. AIGYX - Drawdown Comparison

The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for ARYVX and AIGYX.


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Drawdown Indicators


ARYVXAIGYXDifference

Max Drawdown

Largest peak-to-trough decline

-39.31%

-79.94%

+40.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.25%

-12.30%

+1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-33.69%

-31.20%

-2.49%

Max Drawdown (10Y)

Largest decline over 10 years

-39.31%

-43.10%

+3.79%

Current Drawdown

Current decline from peak

-7.80%

-6.16%

-1.64%

Average Drawdown

Average peak-to-trough decline

-8.18%

-12.49%

+4.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

2.76%

-0.02%

Volatility

ARYVX vs. AIGYX - Volatility Comparison

American Century Global Real Estate Fund (ARYVX) and abrdn Realty Income & Growth Fund (AIGYX) have volatilities of 4.75% and 4.64%, 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


ARYVXAIGYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

4.64%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.44%

9.19%

-0.75%

Volatility (1Y)

Calculated over the trailing 1-year period

14.64%

16.14%

-1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

20.72%

-4.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.48%

21.94%

-4.46%