IRGIX vs. FRIRX
Compare and contrast key facts about VY CBRE Global Real Estate Portfolio (IRGIX) and Fidelity Advisor Real Estate Income Fund Class I (FRIRX).
IRGIX is managed by Voya. It was launched on Jan 2, 2006. FRIRX is managed by Fidelity.
Performance
IRGIX vs. FRIRX - Performance Comparison
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IRGIX vs. FRIRX - 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% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 0.00% | 7.10% | 7.89% | 9.36% | -14.59% | 18.98% | -1.08% | 17.89% | -1.81% | 6.23% |
Returns By Period
Over the past 10 years, IRGIX has underperformed FRIRX with an annualized return of 3.55%, while FRIRX has yielded a comparatively higher 5.26% annualized return.
IRGIX
- 1D
- 0.20%
- 1M
- -9.77%
- YTD
- -0.37%
- 6M
- -1.41%
- 1Y
- 5.75%
- 3Y*
- 5.53%
- 5Y*
- 2.62%
- 10Y*
- 3.55%
FRIRX
- 1D
- 0.33%
- 1M
- -3.11%
- YTD
- 0.00%
- 6M
- 0.98%
- 1Y
- 4.37%
- 3Y*
- 7.38%
- 5Y*
- 3.90%
- 10Y*
- 5.26%
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IRGIX vs. FRIRX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is higher than FRIRX's 0.71% expense ratio.
Return for Risk
IRGIX vs. FRIRX — Risk / Return Rank
IRGIX
FRIRX
IRGIX vs. FRIRX - 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 I (FRIRX). 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 | FRIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.91 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.21 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.10 | -0.84 |
Martin ratioReturn relative to average drawdown | 1.05 | 4.66 | -3.61 |
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 | FRIRX | 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 | 0.60 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.56 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.78 | -0.59 |
Correlation
The correlation between IRGIX and FRIRX 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. FRIRX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 7.60%, more than FRIRX's 4.62% 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% |
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 4.62% | 4.62% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 5.10% | 4.43% | 5.05% | 3.69% |
Drawdowns
IRGIX vs. FRIRX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.77%, which is greater than FRIRX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for IRGIX and FRIRX.
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Drawdown Indicators
| IRGIX | FRIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -34.50% | -34.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -4.30% | -6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -33.32% | -18.18% | -15.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | -34.50% | -8.26% |
Current DrawdownCurrent decline from peak | -9.77% | -3.11% | -6.66% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -3.30% | -10.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 1.01% | +2.23% |
Volatility
IRGIX vs. FRIRX - 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 I (FRIRX) at 1.57%. This indicates that IRGIX's price experiences larger fluctuations and is considered to be riskier than FRIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGIX | FRIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 1.57% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 2.81% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 4.91% | +11.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 6.53% | +10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 9.49% | +8.33% |