IVRSX vs. PURZX
Compare and contrast key facts about VY CBRE Real Estate Portfolio (IVRSX) and PGIM Global Real Estate Fund (PURZX).
IVRSX is managed by Voya. It was launched on Jan 24, 1989. PURZX is managed by PGIM. It was launched on May 4, 1998.
Performance
IVRSX vs. PURZX - Performance Comparison
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IVRSX vs. PURZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 4.62% | -0.01% | 4.32% | 14.11% | -27.22% | 51.91% | -6.66% | 28.15% | -10.29% | 5.20% |
PURZX PGIM Global Real Estate Fund | 3.07% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Returns By Period
In the year-to-date period, IVRSX achieves a 4.62% return, which is significantly higher than PURZX's 3.07% return. Over the past 10 years, IVRSX has outperformed PURZX with an annualized return of 4.44%, while PURZX has yielded a comparatively lower 3.71% annualized return.
IVRSX
- 1D
- 1.50%
- 1M
- -6.12%
- YTD
- 4.62%
- 6M
- 3.24%
- 1Y
- 4.69%
- 3Y*
- 6.31%
- 5Y*
- 4.13%
- 10Y*
- 4.44%
PURZX
- 1D
- 1.73%
- 1M
- -8.28%
- YTD
- 3.07%
- 6M
- 1.97%
- 1Y
- 11.08%
- 3Y*
- 8.20%
- 5Y*
- 2.54%
- 10Y*
- 3.71%
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IVRSX vs. PURZX - Expense Ratio Comparison
Both IVRSX and PURZX have an expense ratio of 0.93%.
Return for Risk
IVRSX vs. PURZX — Risk / Return Rank
IVRSX
PURZX
IVRSX vs. PURZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Real Estate Portfolio (IVRSX) and PGIM Global Real Estate Fund (PURZX). 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 | PURZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.79 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.16 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.16 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 1.07 | -0.90 |
Martin ratioReturn relative to average drawdown | 0.56 | 4.25 | -3.69 |
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
| IVRSX | PURZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.79 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.16 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.22 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Correlation
The correlation between IVRSX and PURZX is 0.89, 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. PURZX - Dividend Comparison
IVRSX's dividend yield for the trailing twelve months is around 4.70%, more than PURZX's 2.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 4.70% | 2.74% | 2.50% | 8.77% | 26.34% | 1.46% | 13.92% | 2.44% | 11.42% | 2.07% | 1.57% | 1.31% |
PURZX PGIM Global Real Estate Fund | 2.77% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
Drawdowns
IVRSX vs. PURZX - Drawdown Comparison
The maximum IVRSX drawdown since its inception was -73.77%, which is greater than PURZX's maximum drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for IVRSX and PURZX.
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Drawdown Indicators
| IVRSX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.77% | -69.49% | -4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.85% | -11.12% | -1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.51% | -34.80% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -45.19% | -41.05% | -4.14% |
Current DrawdownCurrent decline from peak | -9.36% | -8.43% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -11.97% | -12.04% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 2.80% | +1.91% |
Volatility
IVRSX vs. PURZX - Volatility Comparison
The current volatility for VY CBRE Real Estate Portfolio (IVRSX) is 4.54%, while PGIM Global Real Estate Fund (PURZX) has a volatility of 4.95%. This indicates that IVRSX experiences smaller price fluctuations and is considered to be less risky than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVRSX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.95% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 8.46% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 14.65% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 16.30% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 17.24% | +4.30% |