REIFX vs. IRFIX
Compare and contrast key facts about Third Avenue International Real Estate Value Fund (REIFX) and Cohen & Steers International Realty Fund (IRFIX).
REIFX is managed by Third Avenue. It was launched on May 7, 2014. IRFIX is managed by Cohen & Steers. It was launched on Mar 30, 2005.
Performance
REIFX vs. IRFIX - Performance Comparison
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REIFX vs. IRFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REIFX Third Avenue International Real Estate Value Fund | -1.43% | 25.35% | -5.51% | 13.91% | -18.22% | 18.78% | 5.04% | 21.50% | -5.89% | 27.14% |
IRFIX Cohen & Steers International Realty Fund | -1.31% | 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, REIFX achieves a -1.43% return, which is significantly lower than IRFIX's -1.31% return. Over the past 10 years, REIFX has outperformed IRFIX with an annualized return of 7.01%, while IRFIX has yielded a comparatively lower 2.89% annualized return.
REIFX
- 1D
- 2.23%
- 1M
- -6.21%
- YTD
- -1.43%
- 6M
- -2.36%
- 1Y
- 15.72%
- 3Y*
- 8.87%
- 5Y*
- 4.61%
- 10Y*
- 7.01%
IRFIX
- 1D
- 1.92%
- 1M
- -7.39%
- YTD
- -1.31%
- 6M
- 0.18%
- 1Y
- 17.28%
- 3Y*
- 5.07%
- 5Y*
- -1.66%
- 10Y*
- 2.89%
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REIFX vs. IRFIX - Expense Ratio Comparison
Both REIFX and IRFIX have an expense ratio of 1.00%.
Return for Risk
REIFX vs. IRFIX — Risk / Return Rank
REIFX
IRFIX
REIFX vs. IRFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Third Avenue International Real Estate Value Fund (REIFX) 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.
| REIFX | IRFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.27 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.73 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.17 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.64 | 5.03 | -0.39 |
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
| REIFX | IRFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.27 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | -0.11 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.19 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.19 | +0.25 |
Correlation
The correlation between REIFX and IRFIX is 0.80, 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
REIFX vs. IRFIX - Dividend Comparison
REIFX's dividend yield for the trailing twelve months is around 2.31%, less than IRFIX's 6.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIFX Third Avenue International Real Estate Value Fund | 2.31% | 2.28% | 2.37% | 2.63% | 1.98% | 2.22% | 3.74% | 1.40% | 11.92% | 2.80% | 0.90% | 3.00% |
IRFIX Cohen & Steers International Realty Fund | 6.25% | 6.17% | 3.24% | 2.62% | 2.62% | 7.70% | 3.40% | 9.81% | 4.19% | 3.37% | 6.46% | 3.36% |
Drawdowns
REIFX vs. IRFIX - Drawdown Comparison
The maximum REIFX drawdown since its inception was -37.61%, smaller than the maximum IRFIX drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for REIFX and IRFIX.
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Drawdown Indicators
| REIFX | IRFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.61% | -70.13% | +32.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -14.85% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -38.41% | +12.21% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -39.51% | +1.90% |
Current DrawdownCurrent decline from peak | -10.95% | -17.79% | +6.84% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -18.69% | +11.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.46% | +0.03% |
Volatility
REIFX vs. IRFIX - Volatility Comparison
Third Avenue International Real Estate Value Fund (REIFX) has a higher volatility of 5.87% compared to Cohen & Steers International Realty Fund (IRFIX) at 5.57%. This indicates that REIFX's price experiences larger fluctuations and is considered to be riskier 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
| REIFX | IRFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 5.57% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 9.44% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.91% | 13.71% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.99% | 15.15% | -1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.23% | 15.60% | -1.37% |