AWP vs. PJEZX
Compare and contrast key facts about abrdn Global Premier Properties Fund (AWP) and PGIM US Real Estate Fund (PJEZX).
AWP is an actively managed fund by abrdn. It was launched on Feb 13, 2007. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
AWP vs. PJEZX - Performance Comparison
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AWP vs. PJEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | -1.11% | 12.43% | 12.23% | 12.58% | -37.13% | 40.41% | -10.29% | 42.52% | -18.47% | 44.91% |
PJEZX PGIM US Real Estate Fund | 4.16% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
Returns By Period
In the year-to-date period, AWP achieves a -1.11% return, which is significantly lower than PJEZX's 4.16% return. Over the past 10 years, AWP has underperformed PJEZX with an annualized return of 6.45%, while PJEZX has yielded a comparatively higher 7.97% annualized return.
AWP
- 1D
- 2.60%
- 1M
- -11.08%
- YTD
- -1.11%
- 6M
- -1.36%
- 1Y
- 7.31%
- 3Y*
- 8.91%
- 5Y*
- 1.35%
- 10Y*
- 6.45%
PJEZX
- 1D
- 0.19%
- 1M
- -6.50%
- YTD
- 4.16%
- 6M
- 2.24%
- 1Y
- 6.37%
- 3Y*
- 10.22%
- 5Y*
- 6.49%
- 10Y*
- 7.97%
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AWP vs. PJEZX - Expense Ratio Comparison
AWP has a 1.19% expense ratio, which is higher than PJEZX's 1.00% expense ratio.
Return for Risk
AWP vs. PJEZX — Risk / Return Rank
AWP
PJEZX
AWP vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Global Premier Properties Fund (AWP) and PGIM US Real Estate Fund (PJEZX). 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.
| AWP | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.44 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.66 | 0.71 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.56 | +0.09 |
Martin ratioReturn relative to average drawdown | 2.66 | 2.43 | +0.23 |
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
| AWP | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.44 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.34 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.38 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.45 | -0.40 |
Correlation
The correlation between AWP and PJEZX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AWP vs. PJEZX - Dividend Comparison
AWP's dividend yield for the trailing twelve months is around 13.03%, more than PJEZX's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWP abrdn Global Premier Properties Fund | 13.03% | 12.50% | 12.44% | 12.37% | 12.31% | 7.02% | 9.13% | 8.49% | 12.05% | 8.90% | 11.70% | 10.40% |
PJEZX PGIM US Real Estate Fund | 1.92% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
Drawdowns
AWP vs. PJEZX - Drawdown Comparison
The maximum AWP drawdown since its inception was -85.93%, which is greater than PJEZX's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for AWP and PJEZX.
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Drawdown Indicators
| AWP | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.93% | -43.43% | -42.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -13.12% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -43.93% | -34.60% | -9.33% |
Max Drawdown (10Y)Largest decline over 10 years | -53.95% | -43.43% | -10.52% |
Current DrawdownCurrent decline from peak | -11.68% | -7.15% | -4.53% |
Average DrawdownAverage peak-to-trough decline | -27.60% | -8.19% | -19.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.03% | +0.46% |
Volatility
AWP vs. PJEZX - Volatility Comparison
abrdn Global Premier Properties Fund (AWP) has a higher volatility of 6.49% compared to PGIM US Real Estate Fund (PJEZX) at 4.73%. This indicates that AWP's price experiences larger fluctuations and is considered to be riskier than PJEZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWP | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 4.73% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 9.36% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.84% | 17.02% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 18.92% | +3.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.59% | 21.14% | +2.45% |