Correlation
The correlation between REIIX and SPY is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
REIIX vs. SPY
Compare and contrast key facts about West Loop Realty Fund (REIIX) and SPDR S&P 500 ETF (SPY).
REIIX is managed by Liberty Street. It was launched on Dec 31, 2013. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REIIX or SPY.
Performance
REIIX vs. SPY - Performance Comparison
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Key characteristics
Returns By Period
REIIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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REIIX vs. SPY - Expense Ratio Comparison
REIIX has a 1.43% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
REIIX vs. SPY — Risk-Adjusted Performance Rank
REIIX
SPY
REIIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
REIIX vs. SPY - Dividend Comparison
REIIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REIIX West Loop Realty Fund | 102.72% | 1.99% | 1.78% | 1.61% | 0.89% | 1.57% | 1.42% | 3.29% | 2.98% | 4.64% | 3.71% | 2.13% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
REIIX vs. SPY - Drawdown Comparison
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Volatility
REIIX vs. SPY - Volatility Comparison
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