IRFIX vs. JERIX
Compare and contrast key facts about Cohen & Steers International Realty Fund (IRFIX) and Janus Henderson Global Real Estate Fund (JERIX).
IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005. JERIX is managed by Janus Henderson. It was launched on Nov 27, 2007.
Performance
IRFIX vs. JERIX - Performance Comparison
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IRFIX vs. JERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRFIX Cohen & Steers International Realty Fund | -4.81% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
JERIX Janus Henderson Global Real Estate Fund | 0.91% | 9.45% | 0.11% | 7.60% | -25.23% | 22.43% | 1.38% | 30.91% | -3.15% | 17.72% |
Returns By Period
In the year-to-date period, IRFIX achieves a -4.81% return, which is significantly lower than JERIX's 0.91% return. Over the past 10 years, IRFIX has underperformed JERIX with an annualized return of 2.52%, while JERIX has yielded a comparatively higher 5.36% annualized return.
IRFIX
- 1D
- 0.46%
- 1M
- -14.45%
- YTD
- -4.81%
- 6M
- -3.48%
- 1Y
- 14.38%
- 3Y*
- 3.81%
- 5Y*
- -2.16%
- 10Y*
- 2.52%
JERIX
- 1D
- 0.25%
- 1M
- -9.75%
- YTD
- 0.91%
- 6M
- 0.67%
- 1Y
- 9.96%
- 3Y*
- 5.56%
- 5Y*
- 0.95%
- 10Y*
- 5.36%
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IRFIX vs. JERIX - Expense Ratio Comparison
IRFIX has a 1.00% expense ratio, which is lower than JERIX's 1.03% expense ratio.
Return for Risk
IRFIX vs. JERIX — Risk / Return Rank
IRFIX
JERIX
IRFIX vs. JERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers International Realty Fund (IRFIX) and Janus Henderson Global Real Estate Fund (JERIX). 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.
| IRFIX | JERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.75 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.09 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.92 | -0.05 |
Martin ratioReturn relative to average drawdown | 3.90 | 3.69 | +0.22 |
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
| IRFIX | JERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.75 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.06 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.32 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.20 | -0.03 |
Correlation
The correlation between IRFIX and JERIX 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.
Dividends
IRFIX vs. JERIX - Dividend Comparison
IRFIX's dividend yield for the trailing twelve months is around 6.48%, more than JERIX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRFIX Cohen & Steers International Realty Fund | 6.48% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
JERIX Janus Henderson Global Real Estate Fund | 3.14% | 3.25% | 2.78% | 2.70% | 1.54% | 5.83% | 1.55% | 4.59% | 5.20% | 4.44% | 4.51% | 4.66% |
Drawdowns
IRFIX vs. JERIX - Drawdown Comparison
The maximum IRFIX drawdown since its inception was -70.13%, which is greater than JERIX's maximum drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for IRFIX and JERIX.
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Drawdown Indicators
| IRFIX | JERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -65.94% | -4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -10.89% | -3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -38.41% | -34.01% | -4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.51% | -39.36% | -0.15% |
Current DrawdownCurrent decline from peak | -20.71% | -11.04% | -9.67% |
Average DrawdownAverage peak-to-trough decline | -18.69% | -11.11% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.70% | +0.59% |
Volatility
IRFIX vs. JERIX - Volatility Comparison
Cohen & Steers International Realty Fund (IRFIX) has a higher volatility of 5.06% compared to Janus Henderson Global Real Estate Fund (JERIX) at 4.02%. This indicates that IRFIX's price experiences larger fluctuations and is considered to be riskier than JERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRFIX | JERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.02% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 7.87% | +1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.55% | 13.81% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 15.84% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.59% | 16.88% | -1.29% |