REACX vs. IVRSX
Compare and contrast key facts about American Century Real Estate Fund (REACX) and VY CBRE Real Estate Portfolio (IVRSX).
REACX is managed by American Century. It was launched on Sep 21, 1995. IVRSX is managed by Voya. It was launched on Jan 24, 1989.
Performance
REACX vs. IVRSX - Performance Comparison
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REACX vs. IVRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 3.34% | 0.81% | 7.63% | 10.97% | -24.64% | 41.52% | -8.31% | 30.73% | -4.18% | 5.09% |
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% |
Returns By Period
In the year-to-date period, REACX achieves a 3.34% return, which is significantly lower than IVRSX's 4.62% return. Over the past 10 years, REACX has outperformed IVRSX with an annualized return of 4.91%, while IVRSX has yielded a comparatively lower 4.44% annualized return.
REACX
- 1D
- 1.48%
- 1M
- -6.14%
- YTD
- 3.34%
- 6M
- 1.36%
- 1Y
- 2.39%
- 3Y*
- 7.15%
- 5Y*
- 3.93%
- 10Y*
- 4.91%
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%
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REACX vs. IVRSX - Expense Ratio Comparison
REACX has a 1.14% expense ratio, which is higher than IVRSX's 0.93% expense ratio.
Return for Risk
REACX vs. IVRSX — Risk / Return Rank
REACX
IVRSX
REACX vs. IVRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and VY CBRE Real Estate Portfolio (IVRSX). 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.
| REACX | IVRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.29 | -0.13 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.54 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.07 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.17 | +0.13 |
Martin ratioReturn relative to average drawdown | 1.15 | 0.56 | +0.60 |
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
| REACX | IVRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.29 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.22 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.21 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.34 | 0.00 |
Correlation
The correlation between REACX and IVRSX is 0.97, 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
REACX vs. IVRSX - Dividend Comparison
REACX's dividend yield for the trailing twelve months is around 1.81%, less than IVRSX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REACX American Century Real Estate Fund | 1.81% | 2.15% | 1.89% | 2.28% | 11.26% | 11.49% | 1.71% | 8.71% | 8.73% | 4.66% | 11.80% | 2.51% |
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% |
Drawdowns
REACX vs. IVRSX - Drawdown Comparison
The maximum REACX drawdown since its inception was -75.80%, roughly equal to the maximum IVRSX drawdown of -73.77%. Use the drawdown chart below to compare losses from any high point for REACX and IVRSX.
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Drawdown Indicators
| REACX | IVRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.80% | -73.77% | -2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -12.85% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -32.15% | -34.51% | +2.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.88% | -45.19% | +3.31% |
Current DrawdownCurrent decline from peak | -6.23% | -9.36% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -11.97% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 4.71% | -1.74% |
Volatility
REACX vs. IVRSX - Volatility Comparison
American Century Real Estate Fund (REACX) and VY CBRE Real Estate Portfolio (IVRSX) have volatilities of 4.39% and 4.54%, 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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Volatility by Period
| REACX | IVRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 4.54% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.23% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 18.01% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 19.65% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 21.54% | -1.04% |