BHK vs IGR

Comparison between BlackRock Core Bond Trust (BHK, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

5-Year PerformanceIGR has outperformed BHK, delivering a return of -1.2% compared to -3.1%

BHK vs IGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHK(ETF)	IGR(ETF)
Net Assets	$696M	$696M
Max Drawdown	48.25%	90.88%
Sharpe Ratio	-0.13	0.01
5Y Beta	0.24	0.63
5Y Dividends CAGR	1.24%	3.71%

Net Assets

BHK

$696M

IGR

$696M

Max Drawdown

Winner

BHK

48.25%

IGR

90.88%

Sharpe Ratio

BHK

-0.13

Winner

IGR

0.01

5Y Beta

Winner

BHK

0.24

IGR

0.63

5Y Dividends CAGR

BHK

1.24%

Winner

IGR

3.71%

BHK vs IGR - Historical Returns

Returns include dividend reinvestment.

Period	BHK	IGR
1 month	+1.74%	-3.85%
3 months	+0.93%	+6.06%
6 months	-1.52%	+12.80%
1 year	+2.07%	-0.39%
5 years(CAGR)	-3.09%	-1.16%
10 years(CAGR)	+3.00%	+4.63%
Max(CAGR)	+5.46%	+4.71%

Winner

BHK

+1.74%

IGR

-3.85%

BHK

+0.93%

Winner

IGR

+6.06%

BHK

-1.52%

Winner

IGR

+12.80%

Winner

BHK

+2.07%

IGR

-0.39%

5Y(CAGR)

BHK

-3.09%

Winner

IGR

-1.16%

10Y(CAGR)

BHK

+3.00%

Winner

IGR

+4.63%

Max(CAGR)

Winner

BHK

+5.46%

IGR

+4.71%

BHK vs IGR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHK	IGR
2026	-1.62%	+9.46%
2025	+2.66%	+5.54%
2024	+4.91%	+0.51%
2023	+11.99%	+5.89%
2022	-31.47%	-35.42%
2021	+7.18%	+57.03%
2020	+17.82%	-5.27%
2019	+25.33%	+40.56%
2018	-7.99%	-15.50%
2017	+14.21%	+16.07%
2016	+9.41%	+5.06%
2015	+2.05%	-9.35%
2014	+10.11%	+20.54%
2013	-9.96%	-7.17%
2012	+16.46%	+36.46%
2011	+14.68%	-6.85%
2010	+13.74%	+30.16%
2009	+14.45%	+68.60%
2008	-1.78%	-68.50%
2007	-1.82%	-29.63%
2006	+2.94%	+74.71%
2005	+5.03%	+19.84%
2004	+8.21%	+6.49%
2003	+8.94%	N/A
2002	-0.03%	N/A
2001	+0.00%	N/A

BHK vs IGR Drawdown Comparison

The maximum drawdown for BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.

The current BHK drawdown is -20.41%. The current IGR drawdown is -17.99%.

Rank	BHK	IGR
#1	-39.55% Sep 15, 2021 - Oct 20, 2022	-87.09% Dec 29, 2006 - Sep 26, 2019
#2	-30.64% May 27, 2008 - Jul 24, 2009	-54.29% Feb 18, 2020 - Mar 26, 2021
#3	-23.66% Feb 24, 2020 - Jun 10, 2020	-50.87% Dec 31, 2021 - Oct 27, 2023
#4	-19.40% Nov 12, 2012 - Jan 22, 2015	-25.36% Mar 5, 2004 - Dec 2, 2004
#5	-12.43% Jun 13, 2003 - Sep 20, 2004	-10.92% May 10, 2006 - Jul 25, 2006
#6	-12.08% Sep 28, 2010 - Sep 12, 2011	-10.76% Sep 3, 2021 - Nov 8, 2021
#7	-11.88% Dec 27, 2001 - Sep 18, 2002	-10.29% Aug 3, 2005 - Dec 8, 2005
#8	-10.94% Sep 12, 2005 - Oct 5, 2006	-8.84% Apr 6, 2006 - May 10, 2006
#9	-10.16% Aug 31, 2016 - May 18, 2017	-8.51% Nov 1, 2006 - Nov 29, 2006
#10	-9.78% Jan 2, 2018 - Mar 8, 2019	-8.39% Mar 4, 2005 - Apr 27, 2005
#11	-9.51% May 7, 2007 - Jan 24, 2008	-6.68% Dec 31, 2004 - Feb 15, 2005
#12	-9.08% Apr 24, 2015 - Mar 9, 2016	-4.60% Nov 12, 2021 - Dec 7, 2021
#13	-8.52% Jan 25, 2021 - Jun 15, 2021	-4.57% Jan 9, 2006 - Feb 2, 2006
#14	-8.50% Jan 24, 2008 - Apr 23, 2008	-4.45% Apr 29, 2021 - May 20, 2021
#15	-7.45% Oct 3, 2002 - Jan 17, 2003	-3.96% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between BHK and IGR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2002 - 2026)

BHK vs IGR dividend yield comparison.

Year	BHK	IGR
2026	5.00%	8.09%
2025	9.25%	16.44%
2024	8.56%	14.97%
2023	8.21%	13.26%
2022	7.91%	12.22%
2021	6.36%	6.13%
2020	5.06%	8.72%
2019	5.32%	7.48%
2018	6.39%	9.74%
2017	5.56%	7.58%
2016	6.23%	8.84%
2015	7.03%	7.46%
2014	8.15%	6.01%
2013	6.94%	6.82%
2012	6.11%	6.57%
2011	5.95%	7.89%
2010	6.98%	6.97%
2009	8.16%	8.48%
2008	7.00%	31.16%
2007	6.75%	23.28%
2006	6.66%	13.70%
2005	11.28%	9.49%
2004	9.37%	4.93%
2003	9.51%	0.00%
2002	8.72%	0.00%