ARYVX vs. CREMX
Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and Redwood Real Estate Income Fund (CREMX).
ARYVX is managed by American Century. It was launched on Apr 28, 2011. CREMX is an actively managed fund by Redwood. It was launched on Jun 23, 2023.
Performance
ARYVX vs. CREMX - Performance Comparison
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ARYVX vs. CREMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 0.00% | 6.61% | 7.05% | 9.08% |
CREMX Redwood Real Estate Income Fund | 1.84% | 7.72% | 8.09% | 1.95% |
Returns By Period
ARYVX
- 1D
- 0.07%
- 1M
- -9.36%
- YTD
- 0.00%
- 6M
- -0.33%
- 1Y
- 6.12%
- 3Y*
- 8.05%
- 5Y*
- 3.71%
- 10Y*
- 5.44%
CREMX
- 1D
- 0.04%
- 1M
- 0.52%
- YTD
- 1.84%
- 6M
- 3.80%
- 1Y
- 7.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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ARYVX vs. CREMX - Expense Ratio Comparison
ARYVX has a 1.11% expense ratio, which is lower than CREMX's 5.16% expense ratio.
Return for Risk
ARYVX vs. CREMX — Risk / Return Rank
ARYVX
CREMX
ARYVX vs. CREMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and Redwood Real Estate Income Fund (CREMX). 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.
| ARYVX | CREMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 10.81 | -10.35 |
Sortino ratioReturn per unit of downside risk | 0.71 | 14.46 | -13.75 |
Omega ratioGain probability vs. loss probability | 1.10 | 13.62 | -12.52 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 16.19 | -15.60 |
Martin ratioReturn relative to average drawdown | 2.46 | 101.79 | -99.33 |
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
| ARYVX | CREMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 10.81 | -10.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 8.81 | -8.46 |
Correlation
The correlation between ARYVX and CREMX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ARYVX vs. CREMX - Dividend Comparison
ARYVX's dividend yield for the trailing twelve months is around 3.03%, less than CREMX's 6.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 3.03% | 3.03% | 2.14% | 2.49% | 7.05% | 7.85% | 0.99% | 4.37% | 3.97% | 3.40% | 4.48% | 2.98% |
CREMX Redwood Real Estate Income Fund | 6.66% | 7.38% | 7.64% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARYVX vs. CREMX - Drawdown Comparison
The maximum ARYVX drawdown since its inception was -39.31%, which is greater than CREMX's maximum drawdown of -0.71%. Use the drawdown chart below to compare losses from any high point for ARYVX and CREMX.
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Drawdown Indicators
| ARYVX | CREMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.31% | -0.71% | -38.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -0.04% | -11.21% |
Max Drawdown (5Y)Largest decline over 5 years | -33.69% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.31% | — | — |
Current DrawdownCurrent decline from peak | -9.36% | 0.00% | -9.36% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -0.02% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 0.08% | +2.61% |
Volatility
ARYVX vs. CREMX - Volatility Comparison
American Century Global Real Estate Fund (ARYVX) has a higher volatility of 4.23% compared to Redwood Real Estate Income Fund (CREMX) at 0.11%. This indicates that ARYVX's price experiences larger fluctuations and is considered to be riskier than CREMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARYVX | CREMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 0.11% | +4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 0.29% | +7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 0.67% | +13.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 0.89% | +15.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 0.89% | +16.58% |