IRGIX vs. FIKMX
Compare and contrast key facts about VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX).
IRGIX is managed by Voya. It was launched on Jan 2, 2006. FIKMX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
IRGIX vs. FIKMX - Performance Comparison
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IRGIX vs. FIKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 1.34% | 6.78% | 0.38% | 12.63% | -24.95% | 34.42% | -4.96% | 24.74% | -2.35% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 0.41% | 7.29% | 8.03% | 9.51% | -14.48% | 19.04% | -0.98% | 18.04% | -1.71% |
Returns By Period
In the year-to-date period, IRGIX achieves a 1.34% return, which is significantly higher than FIKMX's 0.41% return.
IRGIX
- 1D
- 1.72%
- 1M
- -7.98%
- YTD
- 1.34%
- 6M
- 0.09%
- 1Y
- 7.25%
- 3Y*
- 6.13%
- 5Y*
- 2.68%
- 10Y*
- 3.72%
FIKMX
- 1D
- 0.41%
- 1M
- -2.56%
- YTD
- 0.41%
- 6M
- 1.22%
- 1Y
- 4.81%
- 3Y*
- 7.65%
- 5Y*
- 3.93%
- 10Y*
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IRGIX vs. FIKMX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is higher than FIKMX's 0.59% expense ratio.
Return for Risk
IRGIX vs. FIKMX — Risk / Return Rank
IRGIX
FIKMX
IRGIX vs. FIKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity Advisor Real Estate Income Fund Class Z (FIKMX). 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.
| IRGIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.99 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.32 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 1.17 | -0.66 |
Martin ratioReturn relative to average drawdown | 2.02 | 4.90 | -2.88 |
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
| IRGIX | FIKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.99 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.61 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.52 | -0.31 |
Correlation
The correlation between IRGIX and FIKMX is 0.87, 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
IRGIX vs. FIKMX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 7.47%, more than FIKMX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 7.47% | 3.00% | 3.20% | 2.90% | 10.28% | 2.59% | 15.46% | 2.73% | 6.15% | 3.71% | 1.41% | 3.38% |
FIKMX Fidelity Advisor Real Estate Income Fund Class Z | 4.78% | 4.80% | 4.81% | 5.15% | 6.24% | 1.59% | 4.90% | 5.82% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
IRGIX vs. FIKMX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.77%, which is greater than FIKMX's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for IRGIX and FIKMX.
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Drawdown Indicators
| IRGIX | FIKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -34.49% | -34.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -4.35% | -6.41% |
Max Drawdown (5Y)Largest decline over 5 years | -33.32% | -18.04% | -15.28% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | — | — |
Current DrawdownCurrent decline from peak | -8.22% | -2.72% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -5.26% | -9.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 1.04% | +2.24% |
Volatility
IRGIX vs. FIKMX - Volatility Comparison
VY CBRE Global Real Estate Portfolio (IRGIX) has a higher volatility of 4.68% compared to Fidelity Advisor Real Estate Income Fund Class Z (FIKMX) at 1.67%. This indicates that IRGIX's price experiences larger fluctuations and is considered to be riskier than FIKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGIX | FIKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 1.67% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 2.90% | +5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 4.96% | +11.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 6.52% | +10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 10.69% | +7.13% |