CNREX vs. PFFR
Compare and contrast key facts about Commonwealth Real Estate Securities Fund (CNREX) and InfraCap REIT Preferred ETF (PFFR).
CNREX is managed by Commonwealth Intl Series Tr. It was launched on Jan 5, 2004. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CNREX or PFFR.
Correlation
The correlation between CNREX and PFFR is 0.45, 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.
Performance
CNREX vs. PFFR - Performance Comparison
Key characteristics
CNREX:
0.47
PFFR:
1.15
CNREX:
0.73
PFFR:
1.58
CNREX:
1.09
PFFR:
1.20
CNREX:
0.66
PFFR:
0.82
CNREX:
2.03
PFFR:
4.61
CNREX:
3.49%
PFFR:
2.03%
CNREX:
15.04%
PFFR:
8.16%
CNREX:
-67.77%
PFFR:
-53.02%
CNREX:
-9.47%
PFFR:
-5.87%
Returns By Period
In the year-to-date period, CNREX achieves a 4.79% return, which is significantly lower than PFFR's 7.47% return.
CNREX
4.79%
-6.02%
6.99%
5.64%
5.02%
4.79%
PFFR
7.47%
-1.16%
5.47%
10.24%
1.28%
N/A
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CNREX vs. PFFR - Expense Ratio Comparison
CNREX has a 2.44% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
CNREX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Commonwealth Real Estate Securities Fund (CNREX) and InfraCap REIT Preferred ETF (PFFR). 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
CNREX vs. PFFR - Dividend Comparison
CNREX has not paid dividends to shareholders, while PFFR's dividend yield for the trailing twelve months is around 7.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
CNREX Commonwealth Real Estate Securities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.38% | 0.25% | 0.00% |
PFFR InfraCap REIT Preferred ETF | 7.07% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% |
Drawdowns
CNREX vs. PFFR - Drawdown Comparison
The maximum CNREX drawdown since its inception was -67.77%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for CNREX and PFFR. For additional features, visit the drawdowns tool.
Volatility
CNREX vs. PFFR - Volatility Comparison
Commonwealth Real Estate Securities Fund (CNREX) has a higher volatility of 5.19% compared to InfraCap REIT Preferred ETF (PFFR) at 2.52%. This indicates that CNREX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.