Correlation
The correlation between IVRSX and FRESX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
IVRSX vs. FRESX
Compare and contrast key facts about VY CBRE Real Estate Portfolio (IVRSX) and Fidelity Real Estate Investment Portfolio (FRESX).
IVRSX is managed by Voya. It was launched on Jan 24, 1989. FRESX is managed by Fidelity. It was launched on Nov 17, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVRSX or FRESX.
Performance
IVRSX vs. FRESX - Performance Comparison
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Key characteristics
IVRSX:
0.55
FRESX:
0.92
IVRSX:
0.88
FRESX:
1.39
IVRSX:
1.12
FRESX:
1.18
IVRSX:
0.24
FRESX:
0.75
IVRSX:
1.59
FRESX:
3.17
IVRSX:
6.39%
FRESX:
5.48%
IVRSX:
18.00%
FRESX:
17.98%
IVRSX:
-80.82%
FRESX:
-76.33%
IVRSX:
-34.29%
FRESX:
-9.03%
Returns By Period
In the year-to-date period, IVRSX achieves a -0.77% return, which is significantly lower than FRESX's 2.51% return. Over the past 10 years, IVRSX has underperformed FRESX with an annualized return of 0.10%, while FRESX has yielded a comparatively higher 5.60% annualized return.
IVRSX
-0.77%
1.65%
-7.72%
7.78%
-7.76%
0.55%
0.10%
FRESX
2.51%
0.46%
-5.28%
14.23%
1.17%
7.48%
5.60%
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IVRSX vs. FRESX - Expense Ratio Comparison
IVRSX has a 0.93% expense ratio, which is higher than FRESX's 0.71% expense ratio.
Risk-Adjusted Performance
IVRSX vs. FRESX — Risk-Adjusted Performance Rank
IVRSX
FRESX
IVRSX vs. FRESX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Real Estate Portfolio (IVRSX) and Fidelity Real Estate Investment Portfolio (FRESX). 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.
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Dividends
IVRSX vs. FRESX - Dividend Comparison
IVRSX's dividend yield for the trailing twelve months is around 2.52%, less than FRESX's 5.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 2.52% | 2.50% | 8.77% | 26.34% | 1.46% | 13.92% | 2.43% | 14.59% | 2.07% | 1.57% | 1.31% | 1.21% |
FRESX Fidelity Real Estate Investment Portfolio | 5.44% | 5.58% | 6.95% | 10.16% | 3.70% | 4.77% | 6.91% | 4.82% | 4.00% | 4.90% | 6.09% | 1.66% |
Drawdowns
IVRSX vs. FRESX - Drawdown Comparison
The maximum IVRSX drawdown since its inception was -80.82%, which is greater than FRESX's maximum drawdown of -76.33%. Use the drawdown chart below to compare losses from any high point for IVRSX and FRESX.
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Volatility
IVRSX vs. FRESX - Volatility Comparison
VY CBRE Real Estate Portfolio (IVRSX) and Fidelity Real Estate Investment Portfolio (FRESX) have volatilities of 4.86% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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