IRGIX vs. FRINX
Compare and contrast key facts about VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
IRGIX is managed by Voya. It was launched on Jan 2, 2006. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
IRGIX vs. FRINX - Performance Comparison
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IRGIX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | -0.37% | 6.78% | 0.38% | 12.63% | -24.95% | 34.42% | -4.96% | 24.74% | -8.52% | 10.82% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 0.33% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
Returns By Period
In the year-to-date period, IRGIX achieves a -0.37% return, which is significantly lower than FRINX's 0.33% return. Over the past 10 years, IRGIX has underperformed FRINX with an annualized return of 3.55%, while FRINX has yielded a comparatively higher 5.05% annualized return.
IRGIX
- 1D
- 0.20%
- 1M
- -9.53%
- YTD
- -0.37%
- 6M
- -1.60%
- 1Y
- 5.44%
- 3Y*
- 5.53%
- 5Y*
- 2.62%
- 10Y*
- 3.55%
FRINX
- 1D
- 0.41%
- 1M
- -2.65%
- YTD
- 0.33%
- 6M
- 1.01%
- 1Y
- 4.31%
- 3Y*
- 7.24%
- 5Y*
- 3.51%
- 10Y*
- 5.05%
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IRGIX vs. FRINX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
IRGIX vs. FRINX — Risk / Return Rank
IRGIX
FRINX
IRGIX vs. FRINX - 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 A (FRINX). 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 | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.91 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.23 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.09 | -0.83 |
Martin ratioReturn relative to average drawdown | 1.05 | 4.54 | -3.49 |
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 | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.91 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.54 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.53 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.75 | -0.55 |
Correlation
The correlation between IRGIX and FRINX is 0.85, 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. FRINX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 7.60%, more than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 7.60% | 3.00% | 3.20% | 2.90% | 10.28% | 2.59% | 15.46% | 2.73% | 6.15% | 3.71% | 1.41% | 3.38% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.38% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
Drawdowns
IRGIX vs. FRINX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.77%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for IRGIX and FRINX.
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Drawdown Indicators
| IRGIX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -34.50% | -34.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -4.28% | -6.48% |
Max Drawdown (5Y)Largest decline over 5 years | -33.32% | -18.30% | -15.02% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | -34.50% | -8.26% |
Current DrawdownCurrent decline from peak | -9.77% | -2.72% | -7.05% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -3.41% | -10.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 1.03% | +2.21% |
Volatility
IRGIX vs. FRINX - Volatility Comparison
VY CBRE Global Real Estate Portfolio (IRGIX) has a higher volatility of 4.13% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that IRGIX's price experiences larger fluctuations and is considered to be riskier than FRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGIX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 1.65% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 2.87% | +5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 4.92% | +11.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 6.51% | +10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 9.50% | +8.32% |