GRIFX vs. PJEZX
Compare and contrast key facts about Apollo Diversified Real Estate Fund Class I (GRIFX) and PGIM US Real Estate Fund (PJEZX).
GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014. PJEZX is managed by PGIM. It was launched on Dec 21, 2010.
Performance
GRIFX vs. PJEZX - Performance Comparison
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GRIFX vs. PJEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRIFX Apollo Diversified Real Estate Fund Class I | 1.48% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
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, GRIFX achieves a 1.48% return, which is significantly lower than PJEZX's 4.16% return. Over the past 10 years, GRIFX has underperformed PJEZX with an annualized return of 4.44%, while PJEZX has yielded a comparatively higher 7.97% annualized return.
GRIFX
- 1D
- 0.12%
- 1M
- -1.43%
- YTD
- 1.48%
- 6M
- 1.19%
- 1Y
- 2.70%
- 3Y*
- 1.42%
- 5Y*
- 3.78%
- 10Y*
- 4.44%
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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GRIFX vs. PJEZX - Expense Ratio Comparison
GRIFX has a 2.23% expense ratio, which is higher than PJEZX's 1.00% expense ratio.
Return for Risk
GRIFX vs. PJEZX — Risk / Return Rank
GRIFX
PJEZX
GRIFX vs. PJEZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Diversified Real Estate Fund Class I (GRIFX) 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.
| GRIFX | PJEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.44 | +0.20 |
Sortino ratioReturn per unit of downside risk | 0.93 | 0.71 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.56 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.24 | 2.43 | +0.81 |
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
| GRIFX | PJEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.44 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.34 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.38 | +0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.45 | +0.56 |
Correlation
The correlation between GRIFX and PJEZX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GRIFX vs. PJEZX - Dividend Comparison
GRIFX's dividend yield for the trailing twelve months is around 5.30%, more than PJEZX's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRIFX Apollo Diversified Real Estate Fund Class I | 5.30% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
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
GRIFX vs. PJEZX - Drawdown Comparison
The maximum GRIFX drawdown since its inception was -14.29%, smaller than the maximum PJEZX drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for GRIFX and PJEZX.
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Drawdown Indicators
| GRIFX | PJEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.29% | -43.43% | +29.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.61% | -13.12% | +9.51% |
Max Drawdown (5Y)Largest decline over 5 years | -14.29% | -34.60% | +20.31% |
Max Drawdown (10Y)Largest decline over 10 years | -14.29% | -43.43% | +29.14% |
Current DrawdownCurrent decline from peak | -4.25% | -7.15% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -8.19% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 3.03% | -2.21% |
Volatility
GRIFX vs. PJEZX - Volatility Comparison
The current volatility for Apollo Diversified Real Estate Fund Class I (GRIFX) is 0.83%, while PGIM US Real Estate Fund (PJEZX) has a volatility of 4.73%. This indicates that GRIFX experiences smaller price fluctuations and is considered to be less risky 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
| GRIFX | PJEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.83% | 4.73% | -3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 9.36% | -6.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 17.02% | -12.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 18.92% | -13.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 21.14% | -16.52% |