IRGIX vs. GRIFX
Compare and contrast key facts about VY CBRE Global Real Estate Portfolio (IRGIX) and Apollo Diversified Real Estate Fund Class I (GRIFX).
IRGIX is managed by Voya. It was launched on Jan 2, 2006. GRIFX is an actively managed fund by Apollo. It was launched on Jun 30, 2014.
Performance
IRGIX vs. GRIFX - Performance Comparison
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IRGIX vs. GRIFX - 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% |
GRIFX Apollo Diversified Real Estate Fund Class I | 1.48% | 1.14% | 3.78% | -3.05% | -1.17% | 22.08% | -2.69% | 8.38% | 4.97% | 6.73% |
Returns By Period
In the year-to-date period, IRGIX achieves a -0.37% return, which is significantly lower than GRIFX's 1.48% return. Over the past 10 years, IRGIX has underperformed GRIFX with an annualized return of 3.55%, while GRIFX has yielded a comparatively higher 4.44% 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%
GRIFX
- 1D
- 0.12%
- 1M
- -1.43%
- YTD
- 1.48%
- 6M
- 1.19%
- 1Y
- 2.70%
- 3Y*
- 1.42%
- 5Y*
- 3.78%
- 10Y*
- 4.44%
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IRGIX vs. GRIFX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is lower than GRIFX's 2.23% expense ratio.
Return for Risk
IRGIX vs. GRIFX — Risk / Return Rank
IRGIX
GRIFX
IRGIX vs. GRIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Global Real Estate Portfolio (IRGIX) and Apollo Diversified Real Estate Fund Class I (GRIFX). 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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.64 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.93 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.13 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.74 | -0.48 |
Martin ratioReturn relative to average drawdown | 1.05 | 3.24 | -2.19 |
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 | GRIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.64 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.68 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.96 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 1.01 | -0.81 |
Correlation
The correlation between IRGIX and GRIFX is 0.82, 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. GRIFX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 7.60%, more than GRIFX's 5.30% 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% |
GRIFX Apollo Diversified Real Estate Fund Class I | 5.30% | 5.37% | 5.27% | 5.46% | 4.14% | 3.67% | 5.26% | 5.27% | 5.29% | 5.22% | 5.27% | 2.62% |
Drawdowns
IRGIX vs. GRIFX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.77%, which is greater than GRIFX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for IRGIX and GRIFX.
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Drawdown Indicators
| IRGIX | GRIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -14.29% | -54.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -3.61% | -7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -33.32% | -14.29% | -19.03% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | -14.29% | -28.47% |
Current DrawdownCurrent decline from peak | -9.77% | -4.25% | -5.52% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -3.38% | -10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 0.82% | +2.42% |
Volatility
IRGIX vs. GRIFX - Volatility Comparison
VY CBRE Global Real Estate Portfolio (IRGIX) has a higher volatility of 4.13% compared to Apollo Diversified Real Estate Fund Class I (GRIFX) at 0.83%. This indicates that IRGIX's price experiences larger fluctuations and is considered to be riskier than GRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGIX | GRIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 0.83% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 2.47% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 4.59% | +11.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.79% | 5.56% | +11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 4.62% | +13.20% |