JERIX vs. IRFIX
Compare and contrast key facts about Janus Henderson Global Real Estate Fund (JERIX) and Cohen & Steers International Realty Fund (IRFIX).
JERIX is managed by Janus Henderson. It was launched on Nov 27, 2007. IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005.
Performance
JERIX vs. IRFIX - Performance Comparison
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JERIX vs. IRFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 2.64% | 9.45% | 0.11% | 7.60% | -25.23% | 22.43% | 1.38% | 30.91% | -3.15% | 17.72% |
IRFIX Cohen & Steers International Realty Fund | -3.17% | 23.52% | -10.56% | 4.58% | -23.84% | 7.66% | -0.81% | 23.74% | -3.74% | 23.38% |
Returns By Period
In the year-to-date period, JERIX achieves a 2.64% return, which is significantly higher than IRFIX's -3.17% return. Over the past 10 years, JERIX has outperformed IRFIX with an annualized return of 5.54%, while IRFIX has yielded a comparatively lower 2.69% annualized return.
JERIX
- 1D
- 1.72%
- 1M
- -7.86%
- YTD
- 2.64%
- 6M
- 2.23%
- 1Y
- 11.37%
- 3Y*
- 6.16%
- 5Y*
- 1.00%
- 10Y*
- 5.54%
IRFIX
- 1D
- 1.72%
- 1M
- -11.68%
- YTD
- -3.17%
- 6M
- -1.82%
- 1Y
- 15.07%
- 3Y*
- 4.40%
- 5Y*
- -2.03%
- 10Y*
- 2.69%
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JERIX vs. IRFIX - Expense Ratio Comparison
JERIX has a 1.03% expense ratio, which is higher than IRFIX's 1.00% expense ratio.
Return for Risk
JERIX vs. IRFIX — Risk / Return Rank
JERIX
IRFIX
JERIX vs. IRFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Real Estate Fund (JERIX) and Cohen & Steers International Realty Fund (IRFIX). 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.
| JERIX | IRFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.21 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.65 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.00 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.45 | 4.36 | +0.09 |
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
| JERIX | IRFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.21 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | -0.14 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.17 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.18 | +0.03 |
Correlation
The correlation between JERIX and IRFIX is 0.75, 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
JERIX vs. IRFIX - Dividend Comparison
JERIX's dividend yield for the trailing twelve months is around 3.09%, less than IRFIX's 6.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 3.09% | 3.25% | 2.78% | 2.70% | 1.54% | 5.83% | 1.55% | 4.59% | 5.20% | 4.44% | 4.51% | 4.66% |
IRFIX Cohen & Steers International Realty Fund | 6.37% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
Drawdowns
JERIX vs. IRFIX - Drawdown Comparison
The maximum JERIX drawdown since its inception was -65.94%, smaller than the maximum IRFIX drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for JERIX and IRFIX.
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Drawdown Indicators
| JERIX | IRFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.94% | -70.13% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -14.85% | +3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -38.41% | +4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.36% | -39.51% | +0.15% |
Current DrawdownCurrent decline from peak | -9.51% | -19.34% | +9.83% |
Average DrawdownAverage peak-to-trough decline | -11.11% | -18.69% | +7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.39% | -0.64% |
Volatility
JERIX vs. IRFIX - Volatility Comparison
The current volatility for Janus Henderson Global Real Estate Fund (JERIX) is 4.58%, while Cohen & Steers International Realty Fund (IRFIX) has a volatility of 5.55%. This indicates that JERIX experiences smaller price fluctuations and is considered to be less risky than IRFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JERIX | IRFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.55% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 9.26% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 13.63% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 15.13% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 15.59% | +1.30% |