REIIX vs. QREARX

Last updated Apr 2, 2026

Compare and contrast key facts about West Loop Realty Fund (REIIX) and TIAA Real Estate Account (QREARX).

REIIX is managed by Liberty Street. It was launched on Dec 31, 2013. QREARX is an actively managed fund by TIAA. It was launched on Oct 2, 1995.

Performance

REIIX vs. QREARX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in West Loop Realty Fund (REIIX) and TIAA Real Estate Account (QREARX). The values are adjusted to include any dividend payments, if applicable.

REIIX vs. QREARX - Yearly Performance Comparison

	2026 (YTD)	2025
REIIX West Loop Realty Fund	0.00%	2.04%
QREARX TIAA Real Estate Account	0.61%	3.93%

Returns By Period

REIIX

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

QREARX

• 1D: -0.18%
• 1M: 0.19%
• YTD: 0.61%
• 6M: 1.65%
• 1Y: 3.59%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

REIIX vs. QREARX - Expense Ratio Comparison

REIIX has a 1.43% expense ratio, which is higher than QREARX's 0.90% expense ratio.

REIIX

West Loop Realty Fund

QREARX

TIAA Real Estate Account

Return for Risk

REIIX vs. QREARX — Risk / Return Rank

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

QREARX

QREARX Risk / Return Rank: 99
QREARX Sharpe Ratio Rank: 100
QREARX Sortino Ratio Rank: 99
QREARX Omega Ratio Rank: 99
QREARX Calmar Ratio Rank: 99
QREARX Martin Ratio Rank: 99

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. QREARX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) and TIAA Real Estate Account (QREARX). 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	QREARX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	4.69	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.12	—

Correlation

The correlation between REIIX and QREARX is 0.03, 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.

Dividends

REIIX vs. QREARX - Dividend Comparison

REIIX's dividend yield for the trailing twelve months is around 46.45%, while QREARX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REIIX West Loop Realty Fund	46.45%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%
QREARX TIAA Real Estate Account	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	REIIX	QREARX	Difference
Max Drawdown Largest peak-to-trough decline	—	-1.45%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-0.37%	—
Current Drawdown Current decline from peak	—	-0.28%	—
Average Drawdown Average peak-to-trough decline	—	-0.05%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.09%	—

Volatility

Volatility by Period

	REIIX	QREARX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	0.77%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	1.76%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	1.76%	—