REIIX vs. IRFIX

Last updated Jun 5, 2026

REIIX (West Loop Realty Fund) and IRFIX (Cohen & Steers International Realty Fund) are both REIT funds. At a 0.46 correlation, their price movements are largely independent. REIIX charges 1.43%/yr vs 1.00%/yr for IRFIX.

Performance

REIIX vs. IRFIX - Performance Comparison

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

Returns By Period

REIIX

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

IRFIX

• 1D: -0.99%
• 1M: -4.76%
• YTD: -1.53%
• 6M: 0.49%
• 1Y: 5.65%
• 3Y*: 4.99%
• 5Y*: -3.47%
• 10Y*: 2.51%

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

REIIX vs. IRFIX - 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%
IRFIX Cohen & Steers International Realty Fund	-1.53%	23.52%	-10.56%	4.58%	-23.84%	7.66%	-0.81%	23.74%	-3.74%	23.38%

Correlation

The correlation between REIIX and IRFIX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.40
Correlation (5Y) Calculated over the trailing 5-year period	0.48
Correlation (10Y) Calculated over the trailing 10-year period	0.46
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.46

Return for Risk

REIIX vs. IRFIX — Risk / Return Rank

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

IRFIX

IRFIX Risk / Return Rank: 6
IRFIX Sharpe Ratio Rank: 6
IRFIX Sortino Ratio Rank: 6
IRFIX Omega Ratio Rank: 6
IRFIX Calmar Ratio Rank: 5
IRFIX Martin Ratio Rank: 6

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. IRFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) 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.

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

Sharpe Ratios by Period

	REIIX	IRFIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.47	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.23	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.16	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.18	—

Drawdowns

Drawdown Indicators

	REIIX	IRFIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-70.13%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.85%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.41%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.51%	—
Current Drawdown Current decline from peak	—	-17.98%	—
Average Drawdown Average peak-to-trough decline	—	-18.65%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.77%	—

Volatility

Volatility by Period

	REIIX	IRFIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.78%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.98%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.33%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	15.68%	—

REIIX vs. IRFIX - Expense Ratio Comparison

REIIX has a 1.43% expense ratio, which is higher than IRFIX's 1.00% expense ratio.

Dividends

REIIX vs. IRFIX - Dividend Comparison

REIIX has not paid dividends to shareholders, while IRFIX's dividend yield for the trailing twelve months is around 6.27%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IRFIX Cohen & Steers International Realty Fund	6.27%	6.17%	3.24%	2.62%	2.62%	7.70%	3.40%	9.81%	4.19%	3.37%	6.46%	3.36%
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 IRFIX in my portfolio?

REIIX and IRFIX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.