REIIX vs. AIGYX

Last updated Jun 5, 2026

REIIX (West Loop Realty Fund) and AIGYX (abrdn Realty Income & Growth Fund) are both REIT funds. Their correlation of 0.92 suggests significant overlap in exposure. REIIX charges 1.43%/yr vs 1.01%/yr for AIGYX.

Performance

REIIX vs. AIGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in West Loop Realty Fund (REIIX) and abrdn Realty Income & Growth Fund (AIGYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

REIIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AIGYX

• 1D: 0.35%
• 1M: -1.96%
• YTD: 12.10%
• 6M: 9.63%
• 1Y: 16.42%
• 3Y*: 11.91%
• 5Y*: 8.11%
• 10Y*: 8.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

REIIX vs. AIGYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
REIIX West Loop Realty Fund	0.00%	2.21%	-5.60%	13.33%	-26.09%	39.77%	-2.90%	30.07%	-8.91%	6.80%
AIGYX abrdn Realty Income & Growth Fund	12.10%	4.20%	9.61%	13.34%	-24.99%	62.09%	-6.59%	27.80%	-7.59%	8.52%

Correlation

The correlation between REIIX and AIGYX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.92

The correlation between REIIX and AIGYX shifts across timeframes, from 0.75 (3 years) to 0.92 (all time), reflecting how their relationship changes across market environments.

Return for Risk

REIIX vs. AIGYX — Risk / Return Rank

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

AIGYX

AIGYX Risk / Return Rank: 25
AIGYX Sharpe Ratio Rank: 20
AIGYX Sortino Ratio Rank: 18
AIGYX Omega Ratio Rank: 19
AIGYX Calmar Ratio Rank: 34
AIGYX Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REIIX vs. AIGYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) and abrdn Realty Income & Growth Fund (AIGYX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	REIIX	AIGYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.29	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.37	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.39	—

Drawdowns

Drawdown Indicators

	REIIX	AIGYX	Difference
Max Drawdown Largest peak-to-trough decline	—	-79.94%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.71%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.26%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.20%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.10%	—
Current Drawdown Current decline from peak	—	-3.84%	—
Average Drawdown Average peak-to-trough decline	—	-12.42%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.25%	—

Volatility

Volatility by Period

	REIIX	AIGYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.12%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.61%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.02%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.71%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.94%	—

REIIX vs. AIGYX - Expense Ratio Comparison

REIIX has a 1.43% expense ratio, which is higher than AIGYX's 1.01% expense ratio.

Dividends

REIIX vs. AIGYX - Dividend Comparison

REIIX has not paid dividends to shareholders, while AIGYX's dividend yield for the trailing twelve months is around 7.54%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIGYX abrdn Realty Income & Growth Fund	7.54%	8.43%	12.69%	4.01%	8.97%	27.57%	16.28%	18.30%	49.34%	5.85%	5.48%	4.69%
REIIX West Loop Realty Fund	0.00%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%

Frequently Asked Questions

Can I hold both REIIX and AIGYX in my portfolio?

With a correlation of 0.92, REIIX and AIGYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.