BGEIX vs. IYR
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and iShares U.S. Real Estate ETF (IYR).
BGEIX is managed by American Century Investments. It was launched on Aug 16, 1988. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGEIX or IYR.
Correlation
The correlation between BGEIX and IYR is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGEIX vs. IYR - Performance Comparison
Key characteristics
BGEIX:
1.03
IYR:
0.17
BGEIX:
1.52
IYR:
0.34
BGEIX:
1.18
IYR:
1.04
BGEIX:
0.49
IYR:
0.11
BGEIX:
3.57
IYR:
0.65
BGEIX:
8.36%
IYR:
4.30%
BGEIX:
29.04%
IYR:
16.24%
BGEIX:
-80.62%
IYR:
-74.13%
BGEIX:
-43.35%
IYR:
-15.27%
Returns By Period
In the year-to-date period, BGEIX achieves a 5.28% return, which is significantly higher than IYR's -2.63% return. Over the past 10 years, BGEIX has outperformed IYR with an annualized return of 5.76%, while IYR has yielded a comparatively lower 4.34% annualized return.
BGEIX
5.28%
-1.41%
-2.30%
27.40%
4.76%
5.76%
IYR
-2.63%
-6.40%
-0.07%
3.06%
1.91%
4.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGEIX vs. IYR - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is higher than IYR's 0.42% expense ratio.
Risk-Adjusted Performance
BGEIX vs. IYR — Risk-Adjusted Performance Rank
BGEIX
IYR
BGEIX vs. IYR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and iShares U.S. Real Estate ETF (IYR). 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.
Dividends
BGEIX vs. IYR - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 1.29%, less than IYR's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 1.29% | 1.36% | 1.56% | 1.38% | 2.13% | 0.57% | 0.88% | 0.00% | 0.00% | 10.57% | 0.00% | 3.34% |
IYR iShares U.S. Real Estate ETF | 2.64% | 2.57% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% |
Drawdowns
BGEIX vs. IYR - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -80.62%, which is greater than IYR's maximum drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for BGEIX and IYR. For additional features, visit the drawdowns tool.
Volatility
BGEIX vs. IYR - Volatility Comparison
American Century Global Gold Fund (BGEIX) has a higher volatility of 8.57% compared to iShares U.S. Real Estate ETF (IYR) at 6.11%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than IYR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.