JERIX vs. SOAAX
JERIX (Janus Henderson Global Real Estate Fund) and SOAAX (Spirit of America Real Estate Income & Growth Fund) are both REIT funds. Over the past 10 years, JERIX returned 5.80%/yr vs 4.79%/yr for SOAAX. Their correlation of 0.89 means they have usually moved in the same direction. JERIX charges 1.03%/yr vs 1.52%/yr for SOAAX.
Performance
JERIX vs. SOAAX - Performance Comparison
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Returns By Period
In the year-to-date period, JERIX achieves a 14.29% return, which is significantly lower than SOAAX's 18.10% return. Over the past 10 years, JERIX has outperformed SOAAX with an annualized return of 5.80%, while SOAAX has yielded a comparatively lower 4.79% annualized return.
JERIX
- 1D
- 0.00%
- 1M
- 2.39%
- 6M
- 9.76%
- YTD
- 14.29%
- 1Y
- 18.97%
- 3Y*
- 8.88%
- 5Y*
- 0.79%
- 10Y*
- 5.80%
- ALL TIME*
- 5.32%
SOAAX
- 1D
- -1.10%
- 1M
- 0.90%
- 6M
- 14.80%
- YTD
- 18.10%
- 1Y
- 20.27%
- 3Y*
- 9.42%
- 5Y*
- 2.57%
- 10Y*
- 4.79%
- ALL TIME*
- 6.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JERIX vs. SOAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 14.29% | 9.45% | 0.11% | 7.60% | -25.23% | 22.43% | 1.38% | 30.91% | -3.15% | 17.72% |
SOAAX Spirit of America Real Estate Income & Growth Fund | 18.10% | -0.90% | 7.57% | 9.60% | -28.40% | 42.01% | -5.06% | 28.09% | -6.82% | 6.80% |
Correlation
The correlation between JERIX and SOAAX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2007 | 0.89 |
The correlation between JERIX and SOAAX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
JERIX vs. SOAAX — Risk / Return Rank
JERIX
SOAAX
JERIX vs. SOAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Real Estate Fund (JERIX) and Spirit of America Real Estate Income & Growth Fund (SOAAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JERIX | SOAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.30 | -0.52 |
| Martin ratioReturn relative to average drawdown | 6.43 | 7.25 | -0.82 |
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Drawdowns
JERIX vs. SOAAX - Drawdown Comparison
The maximum JERIX drawdown since its inception was -65.94%, smaller than the maximum SOAAX drawdown of -78.19%. Use the drawdown chart below to compare losses from any high point for JERIX and SOAAX.
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Drawdown Indicators
| JERIX | SOAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.94% | -78.19% | +12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -7.74% | -2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -19.16% | -19.29% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -34.01% | -36.03% | +2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -39.36% | -41.24% | +1.88% |
Current DrawdownCurrent decline from peak | -0.58% | -2.70% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -10.97% | -14.55% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.47% | +0.29% |
Volatility
JERIX vs. SOAAX - Volatility Comparison
The current volatility for Janus Henderson Global Real Estate Fund (JERIX) is 3.35%, while Spirit of America Real Estate Income & Growth Fund (SOAAX) has a volatility of 4.17%. This indicates that JERIX experiences smaller price fluctuations and is considered to be less risky than SOAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JERIX | SOAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 4.17% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 10.25% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.87% | 13.35% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 18.27% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 19.75% | -2.86% |
JERIX vs. SOAAX - Expense Ratio Comparison
JERIX has a 1.03% expense ratio, which is lower than SOAAX's 1.52% expense ratio.
Dividends
JERIX vs. SOAAX - Dividend Comparison
JERIX's dividend yield for the trailing twelve months is around 3.01%, less than SOAAX's 9.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JERIX Janus Henderson Global Real Estate Fund | 3.01% | 3.25% | 2.78% | 2.70% | 1.54% | 5.83% | 1.55% | 4.59% | 5.20% | 4.44% | 4.51% | 4.66% |
SOAAX Spirit of America Real Estate Income & Growth Fund | 9.43% | 10.64% | 9.53% | 9.32% | 9.32% | 6.12% | 8.13% | 7.11% | 8.47% | 6.87% | 7.18% | 8.97% |
Frequently Asked Questions
JERIX and SOAAX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOAAX has higher volatility (4.17%) compared to JERIX (3.35%). In terms of maximum drawdown, JERIX dropped -65.94% vs SOAAX's -78.19%.
JERIX currently has the higher Sharpe Ratio (1.50 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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