RERFX vs. CREEX
RERFX (American Funds Real Estate Index Fund Class R-6) and CREEX (Columbia Real Estate Equity Fund) are both REIT funds. Over the past 10 years, RERFX returned 9.88%/yr vs 5.89%/yr for CREEX. A 0.52 correlation means they provide meaningful diversification when combined. RERFX charges 0.29%/yr vs 1.01%/yr for CREEX.
Performance
RERFX vs. CREEX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with RERFX having a 13.55% return and CREEX slightly higher at 13.56%. Over the past 10 years, RERFX has outperformed CREEX with an annualized return of 9.88%, while CREEX has yielded a comparatively lower 5.89% annualized return.
RERFX
- 1D
- 0.81%
- 1M
- 4.71%
- YTD
- 13.55%
- 6M
- 13.61%
- 1Y
- 30.91%
- 3Y*
- 16.79%
- 5Y*
- 5.48%
- 10Y*
- 9.88%
CREEX
- 1D
- -0.57%
- 1M
- -1.31%
- YTD
- 13.56%
- 6M
- 13.93%
- 1Y
- 12.89%
- 3Y*
- 11.49%
- 5Y*
- 4.68%
- 10Y*
- 5.89%
RERFX vs. CREEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERFX American Funds Real Estate Index Fund Class R-6 | 13.55% | 29.26% | 2.96% | 16.02% | -22.81% | 2.81% | 25.20% | 27.36% | -17.37% | 31.10% |
CREEX Columbia Real Estate Equity Fund | 13.56% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
Correlation
The correlation between RERFX and CREEX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 15, 2002 | 0.52 |
Over the past year, the correlation between RERFX and CREEX has dropped to 0.31 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
RERFX vs. CREEX — Risk / Return Rank
RERFX
CREEX
RERFX vs. CREEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Real Estate Index Fund Class R-6 (RERFX) and Columbia Real Estate Equity Fund (CREEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RERFX | CREEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.18 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.51 | 1.81 | +0.70 |
| Martin ratioReturn relative to average drawdown | 9.33 | 5.38 | +3.95 |
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Drawdowns
RERFX vs. CREEX - Drawdown Comparison
The maximum RERFX drawdown since its inception was -53.80%, smaller than the maximum CREEX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for RERFX and CREEX.
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Drawdown Indicators
| RERFX | CREEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.80% | -70.78% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -7.94% | -4.59% |
Max Drawdown (3Y)Largest decline over 3 years | -15.62% | -19.89% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -31.25% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -41.42% | +4.10% |
Current DrawdownCurrent decline from peak | 0.00% | -2.85% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -10.70% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.66% | +0.70% |
Volatility
RERFX vs. CREEX - Volatility Comparison
American Funds Real Estate Index Fund Class R-6 (RERFX) has a higher volatility of 6.77% compared to Columbia Real Estate Equity Fund (CREEX) at 4.82%. This indicates that RERFX's price experiences larger fluctuations and is considered to be riskier than CREEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERFX | CREEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 4.82% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 10.07% | +4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.50% | 14.19% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 19.06% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 20.70% | -3.70% |
RERFX vs. CREEX - Expense Ratio Comparison
RERFX has a 0.29% expense ratio, which is lower than CREEX's 1.01% expense ratio.
Dividends
RERFX vs. CREEX - Dividend Comparison
RERFX's dividend yield for the trailing twelve months is around 16.16%, more than CREEX's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 3.83% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
RERFX American Funds Real Estate Index Fund Class R-6 | 16.16% | 13.93% | 4.90% | 3.90% | 1.98% | 10.14% | 0.38% | 3.10% | 3.11% | 4.94% | 1.58% | 3.38% |
Frequently Asked Questions
RERFX and CREEX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RERFX has higher volatility (6.77%) compared to CREEX (4.82%). In terms of maximum drawdown, RERFX dropped -53.80% vs CREEX's -70.78%.
RERFX currently has the higher Sharpe Ratio (1.91 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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