CREEX vs. ARYVX
CREEX (Columbia Real Estate Equity Fund) and ARYVX (American Century Global Real Estate Fund) are both REIT funds. Over the past 10 years, CREEX returned 5.76%/yr vs 5.93%/yr for ARYVX. Their correlation of 0.90 means they have usually moved in the same direction. CREEX charges 1.01%/yr vs 1.11%/yr for ARYVX.
Performance
CREEX vs. ARYVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CREEX achieves a 20.10% return, which is significantly higher than ARYVX's 13.09% return. Both investments have delivered pretty close results over the past 10 years, with CREEX having a 5.76% annualized return and ARYVX not far ahead at 5.93%.
CREEX
- 1D
- -0.55%
- 1M
- 0.74%
- 6M
- 18.19%
- YTD
- 20.10%
- 1Y
- 25.16%
- 3Y*
- 11.19%
- 5Y*
- 4.76%
- 10Y*
- 5.76%
- ALL TIME*
- 9.31%
ARYVX
- 1D
- -0.79%
- 1M
- 0.80%
- 6M
- 10.20%
- YTD
- 13.09%
- 1Y
- 18.91%
- 3Y*
- 11.28%
- 5Y*
- 3.50%
- 10Y*
- 5.93%
- ALL TIME*
- 6.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CREEX vs. ARYVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 20.10% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
ARYVX American Century Global Real Estate Fund | 13.09% | 6.61% | 7.05% | 12.38% | -26.06% | 32.97% | -0.66% | 29.88% | -6.53% | 14.38% |
Correlation
The correlation between CREEX and ARYVX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2011 | 0.90 |
The correlation between CREEX and ARYVX has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CREEX vs. ARYVX — Risk / Return Rank
CREEX
ARYVX
CREEX vs. ARYVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Real Estate Equity Fund (CREEX) and American Century Global Real Estate Fund (ARYVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CREEX | ARYVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 1.98 | +1.12 |
| Martin ratioReturn relative to average drawdown | 10.26 | 7.41 | +2.85 |
Loading charts...
Drawdowns
CREEX vs. ARYVX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, which is greater than ARYVX's maximum drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for CREEX and ARYVX.
Loading charts...
Drawdown Indicators
| CREEX | ARYVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -39.31% | -31.47% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -9.42% | +1.48% |
Max Drawdown (3Y)Largest decline over 3 years | -19.89% | -17.19% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -33.69% | +2.44% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -39.31% | -2.11% |
Current DrawdownCurrent decline from peak | -3.01% | -2.20% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -8.03% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.51% | -0.12% |
Volatility
CREEX vs. ARYVX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) has a higher volatility of 4.86% compared to American Century Global Real Estate Fund (ARYVX) at 3.56%. This indicates that CREEX's price experiences larger fluctuations and is considered to be riskier than ARYVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CREEX | ARYVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.56% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 9.77% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 12.30% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.10% | 16.69% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 17.50% | +3.22% |
CREEX vs. ARYVX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is lower than ARYVX's 1.11% expense ratio.
Dividends
CREEX vs. ARYVX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 5.58%, more than ARYVX's 2.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 2.68% | 3.03% | 2.14% | 2.49% | 7.05% | 7.85% | 0.99% | 4.37% | 3.97% | 3.40% | 4.48% | 2.98% |
CREEX Columbia Real Estate Equity Fund | 5.58% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
Frequently Asked Questions
With a correlation of 0.93, CREEX and ARYVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CREEX has higher volatility (4.86%) compared to ARYVX (3.56%). In terms of maximum drawdown, CREEX dropped -70.78% vs ARYVX's -39.31%.
CREEX currently has the higher Sharpe Ratio (1.75 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CREEX and ARYVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer