IRFIX vs. RERFX

Last updated Apr 1, 2026

Compare and contrast key facts about Cohen & Steers International Realty Fund (IRFIX) and American Funds Real Estate Index Fund Class R-6 (RERFX).

IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005. RERFX is managed by American Funds. It was launched on Mar 31, 2023.

Performance

IRFIX vs. RERFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers International Realty Fund (IRFIX) and American Funds Real Estate Index Fund Class R-6 (RERFX). The values are adjusted to include any dividend payments, if applicable.

IRFIX vs. RERFX - 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%
RERFX American Funds Real Estate Index Fund Class R-6	-5.46%	29.26%	2.96%	16.02%	-22.81%	2.81%	25.20%	27.36%	-17.37%	31.10%

Returns By Period

In the year-to-date period, IRFIX achieves a -4.81% return, which is significantly higher than RERFX's -5.46% return. Over the past 10 years, IRFIX has underperformed RERFX with an annualized return of 2.52%, while RERFX has yielded a comparatively higher 7.63% 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%

RERFX

• 1D: -0.16%
• 1M: -12.20%
• YTD: -5.46%
• 6M: -1.00%
• 1Y: 19.11%
• 3Y*: 9.95%
• 5Y*: 3.08%
• 10Y*: 7.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IRFIX vs. RERFX - Expense Ratio Comparison

IRFIX has a 1.00% expense ratio, which is higher than RERFX's 0.29% expense ratio.

IRFIX

Cohen & Steers International Realty Fund

RERFX

American Funds Real Estate Index Fund Class R-6

Return for Risk

IRFIX vs. RERFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IRFIX

IRFIX Risk / Return Rank: 42
IRFIX Sharpe Ratio Rank: 52
IRFIX Sortino Ratio Rank: 47
IRFIX Omega Ratio Rank: 42
IRFIX Calmar Ratio Rank: 30
IRFIX Martin Ratio Rank: 37

RERFX

RERFX Risk / Return Rank: 53
RERFX Sharpe Ratio Rank: 59
RERFX Sortino Ratio Rank: 54
RERFX Omega Ratio Rank: 52
RERFX Calmar Ratio Rank: 51
RERFX Martin Ratio Rank: 48

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IRFIX vs. RERFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers International Realty Fund (IRFIX) and American Funds Real Estate Index Fund Class R-6 (RERFX). 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	RERFX	Difference
Sharpe ratio Return per unit of total volatility	0.99	1.10	-0.11
Sortino ratio Return per unit of downside risk	1.37	1.51	-0.15
Omega ratio Gain probability vs. loss probability	1.19	1.21	-0.03
Calmar ratio Return relative to maximum drawdown	0.86	1.26	-0.40
Martin ratio Return relative to average drawdown	3.90	4.85	-0.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IRFIX vs. RERFX - Sharpe Ratio Comparison

The current IRFIX Sharpe Ratio is 0.99, which is comparable to the RERFX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of IRFIX and RERFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	IRFIX	RERFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	1.10	-0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.14	0.19	-0.33
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.16	0.46	-0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.18	0.40	-0.22

Correlation

The correlation between IRFIX and RERFX is 0.74, 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. RERFX - Dividend Comparison

IRFIX's dividend yield for the trailing twelve months is around 6.48%, less than RERFX's 14.74% 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%
RERFX American Funds Real Estate Index Fund Class R-6	14.74%	13.93%	4.90%	3.90%	1.98%	10.14%	0.38%	3.10%	3.11%	4.94%	1.58%	3.38%

Drawdowns

IRFIX vs. RERFX - Drawdown Comparison

The maximum IRFIX drawdown since its inception was -70.13%, which is greater than RERFX's maximum drawdown of -53.80%. Use the drawdown chart below to compare losses from any high point for IRFIX and RERFX.

Drawdown Indicators

	IRFIX	RERFX	Difference
Max Drawdown Largest peak-to-trough decline	-70.13%	-53.80%	-16.33%
Max Drawdown (1Y) Largest decline over 1 year	-14.85%	-12.53%	-2.32%
Max Drawdown (5Y) Largest decline over 5 years	-38.41%	-37.32%	-1.09%
Max Drawdown (10Y) Largest decline over 10 years	-39.51%	-37.32%	-2.19%
Current Drawdown Current decline from peak	-20.71%	-12.53%	-8.18%
Average Drawdown Average peak-to-trough decline	-18.69%	-11.08%	-7.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.29%	3.25%	+0.04%

Volatility

IRFIX vs. RERFX - Volatility Comparison

The current volatility for Cohen & Steers International Realty Fund (IRFIX) is 5.06%, while American Funds Real Estate Index Fund Class R-6 (RERFX) has a volatility of 6.60%. This indicates that IRFIX experiences smaller price fluctuations and is considered to be less risky than RERFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IRFIX	RERFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.06%	6.60%	-1.54%
Volatility (6M) Calculated over the trailing 6-month period	9.13%	11.23%	-2.10%
Volatility (1Y) Calculated over the trailing 1-year period	13.55%	16.22%	-2.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.12%	16.44%	-1.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.59%	16.79%	-1.20%