RSRFX vs. AIFRX
RSRFX (Reaves Infrastructure Fund) and AIFRX (abrdn Global Infrastructure Fund) are both Infrastructure Equities funds. Over the past 10 years, RSRFX returned 5.99%/yr vs 9.96%/yr for AIFRX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. RSRFX charges 1.10%/yr vs 0.99%/yr for AIFRX.
Performance
RSRFX vs. AIFRX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with RSRFX having a 13.11% return and AIFRX slightly higher at 13.24%. Over the past 10 years, RSRFX has underperformed AIFRX with an annualized return of 5.99%, while AIFRX has yielded a comparatively higher 9.96% annualized return.
RSRFX
- 1D
- 2.27%
- 1M
- -4.64%
- 6M
- 8.11%
- YTD
- 13.11%
- 1Y
- 3.01%
- 3Y*
- 12.39%
- 5Y*
- 4.71%
- 10Y*
- 5.99%
- ALL TIME*
- 6.85%
AIFRX
- 1D
- 0.87%
- 1M
- -0.07%
- 6M
- 6.90%
- YTD
- 13.24%
- 1Y
- 20.19%
- 3Y*
- 14.97%
- 5Y*
- 9.98%
- 10Y*
- 9.96%
- ALL TIME*
- 11.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RSRFX vs. AIFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSRFX Reaves Infrastructure Fund | 13.11% | 3.73% | 20.64% | 1.77% | -16.84% | 14.56% | 1.83% | 31.48% | -7.19% | 5.09% |
AIFRX abrdn Global Infrastructure Fund | 13.24% | 26.92% | 2.88% | 13.10% | -7.95% | 15.61% | 1.87% | 28.41% | -9.31% | 25.24% |
Correlation
The correlation between RSRFX and AIFRX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.76 |
The correlation between RSRFX and AIFRX shifts across timeframes, from 0.57 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RSRFX vs. AIFRX — Risk / Return Rank
RSRFX
AIFRX
RSRFX vs. AIFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reaves Infrastructure Fund (RSRFX) and abrdn Global Infrastructure Fund (AIFRX). 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.
| RSRFX | AIFRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.84 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.35 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 3.16 | -3.02 |
| Martin ratioReturn relative to average drawdown | 0.36 | 10.65 | -10.29 |
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Drawdowns
RSRFX vs. AIFRX - Drawdown Comparison
The maximum RSRFX drawdown since its inception was -55.96%, which is greater than AIFRX's maximum drawdown of -38.38%. Use the drawdown chart below to compare losses from any high point for RSRFX and AIFRX.
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Drawdown Indicators
| RSRFX | AIFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.96% | -38.38% | -17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -18.72% | -6.42% | -12.30% |
Max Drawdown (3Y)Largest decline over 3 years | -18.72% | -12.40% | -6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -27.35% | -22.75% | -4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -36.32% | -38.38% | +2.06% |
Current DrawdownCurrent decline from peak | -9.85% | -1.85% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -5.43% | -4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.12% | 1.90% | +5.22% |
Volatility
RSRFX vs. AIFRX - Volatility Comparison
Reaves Infrastructure Fund (RSRFX) has a higher volatility of 5.42% compared to abrdn Global Infrastructure Fund (AIFRX) at 2.89%. This indicates that RSRFX's price experiences larger fluctuations and is considered to be riskier than AIFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSRFX | AIFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 2.89% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 8.49% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 10.38% | +11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 14.00% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 15.76% | +2.04% |
RSRFX vs. AIFRX - Expense Ratio Comparison
RSRFX has a 1.10% expense ratio, which is higher than AIFRX's 0.99% expense ratio.
Dividends
RSRFX vs. AIFRX - Dividend Comparison
RSRFX's dividend yield for the trailing twelve months is around 0.46%, less than AIFRX's 6.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIFRX abrdn Global Infrastructure Fund | 6.98% | 7.80% | 8.13% | 3.46% | 4.86% | 5.31% | 3.45% | 4.01% | 3.96% | 3.80% | 4.37% | 4.55% |
RSRFX Reaves Infrastructure Fund | 0.46% | 0.66% | 1.50% | 3.03% | 12.44% | 5.16% | 0.56% | 7.44% | 10.43% | 1.08% | 19.57% | 2.65% |
Frequently Asked Questions
RSRFX and AIFRX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSRFX has higher volatility (5.42%) compared to AIFRX (2.89%). In terms of maximum drawdown, RSRFX dropped -55.96% vs AIFRX's -38.38%.
AIFRX currently has the higher Sharpe Ratio (1.96 vs 0.12), 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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