IRFIX vs. ARIIX
IRFIX (Cohen & Steers International Realty Fund) and ARIIX (AB Global Real Estate Investment Fund II) are both REIT funds. Over the past 10 years, IRFIX returned 2.54%/yr vs 4.92%/yr for ARIIX. A 0.75 correlation means they provide meaningful diversification when combined. IRFIX charges 1.00%/yr vs 0.74%/yr for ARIIX.
Performance
IRFIX vs. ARIIX - Performance Comparison
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Returns By Period
In the year-to-date period, IRFIX achieves a -2.08% return, which is significantly lower than ARIIX's 6.29% return. Over the past 10 years, IRFIX has underperformed ARIIX with an annualized return of 2.54%, while ARIIX has yielded a comparatively higher 4.92% annualized return.
IRFIX
- 1D
- -0.22%
- 1M
- -2.51%
- YTD
- -2.08%
- 6M
- -0.78%
- 1Y
- 3.47%
- 3Y*
- 4.52%
- 5Y*
- -3.39%
- 10Y*
- 2.54%
ARIIX
- 1D
- 0.27%
- 1M
- -1.69%
- YTD
- 6.29%
- 6M
- 6.89%
- 1Y
- 10.63%
- 3Y*
- 9.20%
- 5Y*
- 2.16%
- 10Y*
- 4.92%
IRFIX vs. ARIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRFIX Cohen & Steers International Realty Fund | -2.08% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
ARIIX AB Global Real Estate Investment Fund II | 6.29% | 10.49% | 2.89% | 12.50% | -25.35% | 26.57% | -4.62% | 23.44% | -4.31% | 14.43% |
Correlation
The correlation between IRFIX and ARIIX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2005 | 0.75 |
The correlation between IRFIX and ARIIX has been stable across timeframes, ranging from 0.69 to 0.75 - a consistent structural relationship.
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Return for Risk
IRFIX vs. ARIIX — Risk / Return Rank
IRFIX
ARIIX
IRFIX vs. ARIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers International Realty Fund (IRFIX) and AB Global Real Estate Investment Fund II (ARIIX). 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.
| IRFIX | ARIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.16 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.96 | -0.73 |
| Martin ratioReturn relative to average drawdown | 0.63 | 3.42 | -2.79 |
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Drawdowns
IRFIX vs. ARIIX - Drawdown Comparison
The maximum IRFIX drawdown since its inception was -70.13%, roughly equal to the maximum ARIIX drawdown of -70.35%. Use the drawdown chart below to compare losses from any high point for IRFIX and ARIIX.
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Drawdown Indicators
| IRFIX | ARIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -70.35% | +0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -10.76% | -4.09% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -17.13% | -3.93% |
Max Drawdown (5Y)Largest decline over 5 years | -38.24% | -33.83% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -39.51% | -42.30% | +2.79% |
Current DrawdownCurrent decline from peak | -18.43% | -4.35% | -14.08% |
Average DrawdownAverage peak-to-trough decline | -18.65% | -12.76% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.03% | +2.33% |
Volatility
IRFIX vs. ARIIX - Volatility Comparison
The current volatility for Cohen & Steers International Realty Fund (IRFIX) is 3.57%, while AB Global Real Estate Investment Fund II (ARIIX) has a volatility of 4.10%. This indicates that IRFIX experiences smaller price fluctuations and is considered to be less risky than ARIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRFIX | ARIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 4.10% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 9.41% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.19% | 12.18% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 16.32% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 17.64% | -1.97% |
IRFIX vs. ARIIX - Expense Ratio Comparison
IRFIX has a 1.00% expense ratio, which is higher than ARIIX's 0.74% expense ratio.
Dividends
IRFIX vs. ARIIX - Dividend Comparison
IRFIX's dividend yield for the trailing twelve months is around 6.30%, more than ARIIX's 4.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARIIX AB Global Real Estate Investment Fund II | 4.14% | 3.77% | 2.99% | 3.34% | 5.98% | 4.38% | 1.54% | 8.58% | 4.72% | 5.59% | 5.20% | 3.45% |
IRFIX Cohen & Steers International Realty Fund | 6.30% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
Frequently Asked Questions
IRFIX and ARIIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARIIX has higher volatility (4.10%) compared to IRFIX (3.57%). In terms of maximum drawdown, IRFIX dropped -70.13% vs ARIIX's -70.35%.
ARIIX currently has the higher Sharpe Ratio (0.85 vs 0.26), 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.
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