Correlation
The correlation between HIOIX and RQI is 0.53, 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.
HIOIX vs. RQI
Compare and contrast key facts about Fintrust Income and Opportunity Fund (HIOIX) and Cohen & Steers Quality Income Realty Fund (RQI).
HIOIX is managed by FinTrust. It was launched on Jan 20, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIOIX or RQI.
Performance
HIOIX vs. RQI - Performance Comparison
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Key characteristics
HIOIX:
0.79
RQI:
0.98
HIOIX:
1.14
RQI:
1.34
HIOIX:
1.16
RQI:
1.18
HIOIX:
0.76
RQI:
0.78
HIOIX:
2.64
RQI:
2.65
HIOIX:
5.52%
RQI:
7.65%
HIOIX:
19.63%
RQI:
21.23%
HIOIX:
-30.26%
RQI:
-91.64%
HIOIX:
-2.97%
RQI:
-9.40%
Returns By Period
In the year-to-date period, HIOIX achieves a 1.47% return, which is significantly lower than RQI's 5.10% return.
HIOIX
1.47%
6.70%
1.27%
15.35%
10.32%
8.33%
N/A
RQI
5.10%
1.62%
-7.10%
17.86%
2.98%
11.46%
9.03%
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Risk-Adjusted Performance
HIOIX vs. RQI — Risk-Adjusted Performance Rank
HIOIX
RQI
HIOIX vs. RQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fintrust Income and Opportunity Fund (HIOIX) and Cohen & Steers Quality Income Realty Fund (RQI). 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.
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Dividends
HIOIX vs. RQI - Dividend Comparison
HIOIX's dividend yield for the trailing twelve months is around 4.75%, less than RQI's 7.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIOIX Fintrust Income and Opportunity Fund | 4.75% | 4.82% | 0.00% | 0.00% | 6.09% | 5.66% | 3.98% | 5.35% | 11.20% | 0.08% | 0.00% | 0.00% |
RQI Cohen & Steers Quality Income Realty Fund | 7.71% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% | 6.23% |
Drawdowns
HIOIX vs. RQI - Drawdown Comparison
The maximum HIOIX drawdown since its inception was -30.26%, smaller than the maximum RQI drawdown of -91.64%. Use the drawdown chart below to compare losses from any high point for HIOIX and RQI.
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Volatility
HIOIX vs. RQI - Volatility Comparison
The current volatility for Fintrust Income and Opportunity Fund (HIOIX) is 4.67%, while Cohen & Steers Quality Income Realty Fund (RQI) has a volatility of 6.01%. This indicates that HIOIX experiences smaller price fluctuations and is considered to be less risky than RQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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