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REACX vs. PFFR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between REACX and PFFR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

REACX vs. PFFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Real Estate Fund (REACX) and InfraCap REIT Preferred ETF (PFFR). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%SeptemberOctoberNovemberDecember2025February
-0.24%
0.39%
REACX
PFFR

Key characteristics

Sharpe Ratio

REACX:

1.00

PFFR:

0.77

Sortino Ratio

REACX:

1.39

PFFR:

1.12

Omega Ratio

REACX:

1.18

PFFR:

1.14

Calmar Ratio

REACX:

0.44

PFFR:

0.58

Martin Ratio

REACX:

3.45

PFFR:

2.34

Ulcer Index

REACX:

4.41%

PFFR:

2.84%

Daily Std Dev

REACX:

15.23%

PFFR:

8.63%

Max Drawdown

REACX:

-79.58%

PFFR:

-53.02%

Current Drawdown

REACX:

-19.89%

PFFR:

-5.92%

Returns By Period

In the year-to-date period, REACX achieves a 2.17% return, which is significantly higher than PFFR's 0.26% return.


REACX

YTD

2.17%

1M

1.98%

6M

-0.24%

1Y

13.90%

5Y*

-1.55%

10Y*

0.73%

PFFR

YTD

0.26%

1M

-1.39%

6M

0.40%

1Y

5.85%

5Y*

0.75%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


REACX vs. PFFR - Expense Ratio Comparison

REACX has a 1.14% expense ratio, which is higher than PFFR's 0.45% expense ratio.


REACX
American Century Real Estate Fund
Expense ratio chart for REACX: current value at 1.14% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.14%
Expense ratio chart for PFFR: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

REACX vs. PFFR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REACX
The Risk-Adjusted Performance Rank of REACX is 4848
Overall Rank
The Sharpe Ratio Rank of REACX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of REACX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of REACX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of REACX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of REACX is 5252
Martin Ratio Rank

PFFR
The Risk-Adjusted Performance Rank of PFFR is 2828
Overall Rank
The Sharpe Ratio Rank of PFFR is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of PFFR is 2828
Sortino Ratio Rank
The Omega Ratio Rank of PFFR is 2929
Omega Ratio Rank
The Calmar Ratio Rank of PFFR is 2828
Calmar Ratio Rank
The Martin Ratio Rank of PFFR is 2727
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

REACX vs. PFFR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Real Estate Fund (REACX) and InfraCap REIT Preferred ETF (PFFR). 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.


Sharpe ratio
The chart of Sharpe ratio for REACX, currently valued at 1.00, compared to the broader market-1.000.001.002.003.004.001.000.77
The chart of Sortino ratio for REACX, currently valued at 1.39, compared to the broader market0.002.004.006.008.0010.0012.001.391.12
The chart of Omega ratio for REACX, currently valued at 1.18, compared to the broader market1.002.003.004.001.181.14
The chart of Calmar ratio for REACX, currently valued at 0.44, compared to the broader market0.005.0010.0015.0020.000.440.58
The chart of Martin ratio for REACX, currently valued at 3.45, compared to the broader market0.0020.0040.0060.0080.003.452.34
REACX
PFFR

The current REACX Sharpe Ratio is 1.00, which is higher than the PFFR Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of REACX and PFFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.00
0.77
REACX
PFFR

Dividends

REACX vs. PFFR - Dividend Comparison

REACX's dividend yield for the trailing twelve months is around 1.85%, less than PFFR's 7.16% yield.


TTM20242023202220212020201920182017201620152014
REACX
American Century Real Estate Fund
1.85%1.89%2.28%2.48%1.48%1.71%2.18%4.19%0.24%2.50%2.51%1.98%
PFFR
InfraCap REIT Preferred ETF
7.16%7.78%7.72%9.65%6.08%6.11%5.77%6.48%5.12%0.00%0.00%0.00%

Drawdowns

REACX vs. PFFR - Drawdown Comparison

The maximum REACX drawdown since its inception was -79.58%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for REACX and PFFR. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-19.89%
-5.92%
REACX
PFFR

Volatility

REACX vs. PFFR - Volatility Comparison

American Century Real Estate Fund (REACX) has a higher volatility of 3.59% compared to InfraCap REIT Preferred ETF (PFFR) at 2.30%. This indicates that REACX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.59%
2.30%
REACX
PFFR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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