GURIX vs. O
Compare and contrast key facts about Guggenheim Risk Managed Real Estate Fund (GURIX) and Realty Income Corporation (O).
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 O.
Correlation
The correlation between GURIX and O is 0.75, 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.
Performance
GURIX vs. O - Performance Comparison
Key characteristics
GURIX:
0.70
O:
0.80
GURIX:
1.02
O:
1.19
GURIX:
1.13
O:
1.15
GURIX:
0.36
O:
0.53
GURIX:
2.23
O:
1.73
GURIX:
4.51%
O:
7.90%
GURIX:
14.22%
O:
17.12%
GURIX:
-35.70%
O:
-48.45%
GURIX:
-16.69%
O:
-15.54%
Returns By Period
In the year-to-date period, GURIX achieves a 1.68% return, which is significantly lower than O's 4.43% return. Over the past 10 years, GURIX has underperformed O with an annualized return of 2.61%, while O has yielded a comparatively higher 5.68% annualized return.
GURIX
1.68%
1.93%
-0.39%
8.73%
0.94%
2.61%
O
4.43%
1.61%
-6.28%
11.65%
-2.36%
5.68%
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Risk-Adjusted Performance
GURIX vs. O — Risk-Adjusted Performance Rank
GURIX
O
GURIX vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Risk Managed Real Estate Fund (GURIX) and Realty Income Corporation (O). 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. O - Dividend Comparison
GURIX's dividend yield for the trailing twelve months is around 3.38%, less than O's 5.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURIX Guggenheim Risk Managed Real Estate Fund | 3.38% | 3.44% | 3.06% | 2.42% | 1.43% | 2.16% | 2.30% | 2.11% | 1.85% | 2.01% | 2.76% | 0.45% |
O Realty Income Corporation | 5.69% | 5.38% | 5.33% | 4.69% | 3.88% | 4.51% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
GURIX vs. O - Drawdown Comparison
The maximum GURIX drawdown since its inception was -35.70%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for GURIX and O. For additional features, visit the drawdowns tool.
Volatility
GURIX vs. O - Volatility Comparison
The current volatility for Guggenheim Risk Managed Real Estate Fund (GURIX) is 4.15%, while Realty Income Corporation (O) has a volatility of 5.65%. This indicates that GURIX experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.