SREZX vs. AIGYX
SREZX (PGIM Select Real Estate Fund) and AIGYX (abrdn Realty Income & Growth Fund) are both REIT funds. Over the past 10 years, SREZX returned 6.89%/yr vs 8.15%/yr for AIGYX. Their correlation of 0.91 suggests significant overlap in exposure. Both charge a 1.01% expense ratio.
Performance
SREZX vs. AIGYX - Performance Comparison
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Returns By Period
In the year-to-date period, SREZX achieves a 9.76% return, which is significantly lower than AIGYX's 14.59% return. Over the past 10 years, SREZX has underperformed AIGYX with an annualized return of 6.89%, while AIGYX has yielded a comparatively higher 8.15% annualized return.
SREZX
- 1D
- 0.20%
- 1M
- -1.66%
- YTD
- 9.76%
- 6M
- 10.16%
- 1Y
- 12.37%
- 3Y*
- 10.54%
- 5Y*
- 3.35%
- 10Y*
- 6.89%
AIGYX
- 1D
- 0.39%
- 1M
- -1.04%
- YTD
- 14.59%
- 6M
- 14.37%
- 1Y
- 19.28%
- 3Y*
- 11.94%
- 5Y*
- 8.77%
- 10Y*
- 8.15%
SREZX vs. AIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 9.76% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -4.12% | 10.38% |
AIGYX abrdn Realty Income & Growth Fund | 14.59% | 4.20% | 9.61% | 13.34% | -24.99% | 62.09% | -6.59% | 27.80% | -7.59% | 8.52% |
Correlation
The correlation between SREZX and AIGYX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2014 | 0.91 |
The correlation between SREZX and AIGYX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
SREZX vs. AIGYX — Risk / Return Rank
SREZX
AIGYX
SREZX vs. AIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) and abrdn Realty Income & Growth Fund (AIGYX). 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.
| SREZX | AIGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.48 | -1.21 |
| Martin ratioReturn relative to average drawdown | 4.32 | 8.37 | -4.05 |
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Drawdowns
SREZX vs. AIGYX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, smaller than the maximum AIGYX drawdown of -79.94%. Use the drawdown chart below to compare losses from any high point for SREZX and AIGYX.
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Drawdown Indicators
| SREZX | AIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.13% | -79.94% | +40.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.60% | -7.71% | -1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -18.15% | -18.26% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -34.10% | -31.20% | -2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -43.10% | +3.97% |
Current DrawdownCurrent decline from peak | -3.38% | -2.19% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -7.76% | -12.40% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.28% | +0.53% |
Volatility
SREZX vs. AIGYX - Volatility Comparison
The current volatility for PGIM Select Real Estate Fund (SREZX) is 3.95%, while abrdn Realty Income & Growth Fund (AIGYX) has a volatility of 5.29%. This indicates that SREZX experiences smaller price fluctuations and is considered to be less risky than AIGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SREZX | AIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.29% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 10.30% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 13.59% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.46% | 20.75% | -4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 21.97% | -4.62% |
SREZX vs. AIGYX - Expense Ratio Comparison
Both SREZX and AIGYX have an expense ratio of 1.01%.
Dividends
SREZX vs. AIGYX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.26%, less than AIGYX's 6.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIGYX abrdn Realty Income & Growth Fund | 6.99% | 8.43% | 12.69% | 4.01% | 8.97% | 27.57% | 16.28% | 18.30% | 49.34% | 5.85% | 5.48% | 4.69% |
SREZX PGIM Select Real Estate Fund | 2.26% | 2.50% | 2.55% | 2.81% | 1.59% | 4.54% | 2.12% | 3.41% | 4.58% | 1.36% | 4.15% | 6.11% |
Frequently Asked Questions
SREZX and AIGYX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIGYX has higher volatility (5.29%) compared to SREZX (3.95%). In terms of maximum drawdown, SREZX dropped -39.13% vs AIGYX's -79.94%.
AIGYX currently has the higher Sharpe Ratio (1.41 vs 0.98), 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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