IVRSX vs. POSIX
Compare and contrast key facts about VY CBRE Real Estate Portfolio (IVRSX) and Principal Global Real Estate Securities Fund (POSIX).
IVRSX is managed by Voya. It was launched on Jan 24, 1989. POSIX is managed by Principal. It was launched on Sep 30, 2007.
Performance
IVRSX vs. POSIX - Performance Comparison
Loading graphics...
IVRSX vs. POSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 3.08% | -0.01% | 4.32% | 14.11% | -27.22% | 51.91% | -6.66% | 28.15% | -10.29% | 5.20% |
POSIX Principal Global Real Estate Securities Fund | -0.73% | 7.57% | 0.67% | 10.87% | -26.74% | 23.45% | -3.91% | 24.53% | -3.35% | 14.73% |
Returns By Period
In the year-to-date period, IVRSX achieves a 3.08% return, which is significantly higher than POSIX's -0.73% return. Over the past 10 years, IVRSX has outperformed POSIX with an annualized return of 4.28%, while POSIX has yielded a comparatively lower 3.43% annualized return.
IVRSX
- 1D
- 0.25%
- 1M
- -7.06%
- YTD
- 3.08%
- 6M
- 1.83%
- 1Y
- 3.14%
- 3Y*
- 5.79%
- 5Y*
- 4.24%
- 10Y*
- 4.28%
POSIX
- 1D
- 0.11%
- 1M
- -9.88%
- YTD
- -0.73%
- 6M
- -2.12%
- 1Y
- 4.72%
- 3Y*
- 5.38%
- 5Y*
- 0.63%
- 10Y*
- 3.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVRSX vs. POSIX - Expense Ratio Comparison
IVRSX has a 0.93% expense ratio, which is lower than POSIX's 0.94% expense ratio.
Return for Risk
IVRSX vs. POSIX — Risk / Return Rank
IVRSX
POSIX
IVRSX vs. POSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Real Estate Portfolio (IVRSX) and Principal Global Real Estate Securities Fund (POSIX). 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.
| IVRSX | POSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.36 | -0.07 |
Sortino ratioReturn per unit of downside risk | 0.53 | 0.58 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 0.46 | -0.47 |
Martin ratioReturn relative to average drawdown | -0.02 | 1.81 | -1.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IVRSX | POSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.36 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.04 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.20 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.15 | +0.19 |
Correlation
The correlation between IVRSX and POSIX is 0.88, 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
IVRSX vs. POSIX - Dividend Comparison
IVRSX's dividend yield for the trailing twelve months is around 4.77%, more than POSIX's 2.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 4.77% | 2.74% | 2.50% | 8.77% | 26.34% | 1.46% | 13.92% | 2.44% | 11.42% | 2.07% | 1.57% | 1.31% |
POSIX Principal Global Real Estate Securities Fund | 2.66% | 2.64% | 2.57% | 2.63% | 1.12% | 2.40% | 1.13% | 6.32% | 3.81% | 4.16% | 3.70% | 4.48% |
Drawdowns
IVRSX vs. POSIX - Drawdown Comparison
The maximum IVRSX drawdown since its inception was -73.77%, which is greater than POSIX's maximum drawdown of -68.45%. Use the drawdown chart below to compare losses from any high point for IVRSX and POSIX.
Loading graphics...
Drawdown Indicators
| IVRSX | POSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.77% | -68.45% | -5.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.85% | -10.67% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -34.51% | -34.15% | -0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -45.19% | -41.70% | -3.49% |
Current DrawdownCurrent decline from peak | -10.69% | -12.67% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -14.02% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.72% | +1.98% |
Volatility
IVRSX vs. POSIX - Volatility Comparison
VY CBRE Real Estate Portfolio (IVRSX) and Principal Global Real Estate Securities Fund (POSIX) have volatilities of 4.23% and 4.19%, 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.
Loading graphics...
Volatility by Period
| IVRSX | POSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.19% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 8.13% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.98% | 14.17% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 16.22% | +3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 16.95% | +4.58% |