GURIX vs. AGNC
Compare and contrast key facts about Guggenheim Risk Managed Real Estate Fund (GURIX) and AGNC Investment Corp. (AGNC).
GURIX is managed by Blackrock. It was launched on Mar 28, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GURIX or AGNC.
Correlation
The correlation between GURIX and AGNC is 0.44, 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
GURIX vs. AGNC - Performance Comparison
Key characteristics
GURIX:
0.59
AGNC:
0.46
GURIX:
0.90
AGNC:
0.73
GURIX:
1.12
AGNC:
1.10
GURIX:
0.36
AGNC:
0.34
GURIX:
1.71
AGNC:
1.58
GURIX:
5.70%
AGNC:
6.24%
GURIX:
16.58%
AGNC:
21.24%
GURIX:
-35.70%
AGNC:
-54.56%
GURIX:
-19.82%
AGNC:
-21.87%
Returns By Period
In the year-to-date period, GURIX achieves a -2.13% return, which is significantly lower than AGNC's -1.83% return. Over the past 10 years, GURIX has underperformed AGNC with an annualized return of 2.30%, while AGNC has yielded a comparatively higher 3.18% annualized return.
GURIX
-2.13%
-2.13%
-8.69%
8.67%
4.40%
2.30%
AGNC
-1.83%
-11.06%
-5.51%
7.96%
6.18%
3.18%
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Risk-Adjusted Performance
GURIX vs. AGNC — Risk-Adjusted Performance Rank
GURIX
AGNC
GURIX vs. AGNC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Risk Managed Real Estate Fund (GURIX) and AGNC Investment Corp. (AGNC). 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
GURIX vs. AGNC - Dividend Comparison
GURIX's dividend yield for the trailing twelve months is around 3.19%, less than AGNC's 16.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURIX Guggenheim Risk Managed Real Estate Fund | 3.19% | 3.44% | 3.06% | 2.42% | 1.43% | 2.16% | 2.30% | 2.11% | 1.85% | 2.01% | 2.76% | 0.45% |
AGNC AGNC Investment Corp. | 16.51% | 15.64% | 14.68% | 13.91% | 9.57% | 10.00% | 11.31% | 12.31% | 10.70% | 12.69% | 14.30% | 11.96% |
Drawdowns
GURIX vs. AGNC - Drawdown Comparison
The maximum GURIX drawdown since its inception was -35.70%, smaller than the maximum AGNC drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for GURIX and AGNC. For additional features, visit the drawdowns tool.
Volatility
GURIX vs. AGNC - Volatility Comparison
The current volatility for Guggenheim Risk Managed Real Estate Fund (GURIX) is 9.81%, while AGNC Investment Corp. (AGNC) has a volatility of 13.64%. This indicates that GURIX experiences smaller price fluctuations and is considered to be less risky than AGNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.