SAREX vs. AWP
Compare and contrast key facts about SA Real Estate Securities Fund (SAREX) and abrdn Global Premier Properties Fund (AWP).
SAREX is managed by SA Funds. It was launched on Apr 2, 2007. AWP is an actively managed fund by abrdn. It was launched on Feb 13, 2007.
Performance
SAREX vs. AWP - Performance Comparison
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SAREX vs. AWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAREX SA Real Estate Securities Fund | 1.73% | 0.73% | 4.61% | 10.60% | -25.42% | 40.94% | -6.22% | 26.91% | -4.00% | 4.61% |
AWP abrdn Global Premier Properties Fund | -1.11% | 12.43% | 12.23% | 12.58% | -37.13% | 40.41% | -10.29% | 42.52% | -18.47% | 44.91% |
Returns By Period
In the year-to-date period, SAREX achieves a 1.73% return, which is significantly higher than AWP's -1.11% return. Over the past 10 years, SAREX has underperformed AWP with an annualized return of 4.23%, while AWP has yielded a comparatively higher 6.45% annualized return.
SAREX
- 1D
- -13.63%
- 1M
- -7.70%
- YTD
- 1.73%
- 6M
- -0.88%
- 1Y
- 0.24%
- 3Y*
- 5.26%
- 5Y*
- 2.87%
- 10Y*
- 4.23%
AWP
- 1D
- 2.60%
- 1M
- -11.08%
- YTD
- -1.11%
- 6M
- -1.36%
- 1Y
- 7.31%
- 3Y*
- 8.91%
- 5Y*
- 1.35%
- 10Y*
- 6.45%
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SAREX vs. AWP - Expense Ratio Comparison
SAREX has a 0.75% expense ratio, which is lower than AWP's 1.19% expense ratio.
Return for Risk
SAREX vs. AWP — Risk / Return Rank
SAREX
AWP
SAREX vs. AWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SA Real Estate Securities Fund (SAREX) and abrdn Global Premier Properties Fund (AWP). 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.
| SAREX | AWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.39 | -0.33 |
Sortino ratioReturn per unit of downside risk | 0.30 | 0.66 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.09 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.00 | 0.65 | -0.65 |
Martin ratioReturn relative to average drawdown | -0.00 | 2.66 | -2.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SAREX | AWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.39 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.06 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.27 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.05 | +0.13 |
Correlation
The correlation between SAREX and AWP is 0.60, 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.
Dividends
SAREX vs. AWP - Dividend Comparison
SAREX's dividend yield for the trailing twelve months is around 3.16%, less than AWP's 13.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAREX SA Real Estate Securities Fund | 3.16% | 3.22% | 3.22% | 3.04% | 7.62% | 8.33% | 3.87% | 4.29% | 3.98% | 2.90% | 3.67% | 1.80% |
AWP abrdn Global Premier Properties Fund | 13.03% | 12.50% | 12.44% | 12.37% | 12.31% | 7.02% | 9.13% | 8.49% | 12.05% | 8.90% | 11.70% | 10.40% |
Drawdowns
SAREX vs. AWP - Drawdown Comparison
The maximum SAREX drawdown since its inception was -68.50%, smaller than the maximum AWP drawdown of -85.93%. Use the drawdown chart below to compare losses from any high point for SAREX and AWP.
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Drawdown Indicators
| SAREX | AWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.50% | -85.93% | +17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -14.21% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -43.93% | +10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | -53.95% | +12.39% |
Current DrawdownCurrent decline from peak | -13.63% | -11.68% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -12.63% | -27.60% | +14.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 3.49% | +0.78% |
Volatility
SAREX vs. AWP - Volatility Comparison
SA Real Estate Securities Fund (SAREX) has a higher volatility of 21.35% compared to abrdn Global Premier Properties Fund (AWP) at 6.49%. This indicates that SAREX's price experiences larger fluctuations and is considered to be riskier than AWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAREX | AWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.35% | 6.49% | +14.86% |
Volatility (6M)Calculated over the trailing 6-month period | 22.52% | 10.62% | +11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.01% | 18.84% | +9.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.36% | 22.19% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 23.59% | -1.80% |