IGR vs BHK

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

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

IGR vs BHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

IGR

$696M

BHK

$696M

Max Drawdown

IGR

90.88%

Winner

BHK

48.25%

Sharpe Ratio

Winner

IGR

0.01

BHK

-0.13

5Y Beta

IGR

0.63

Winner

BHK

0.24

5Y Dividends CAGR

Winner

IGR

3.71%

BHK

1.24%

IGR vs BHK - Historical Returns

Returns include dividend reinvestment.

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

IGR

-3.85%

Winner

BHK

+1.74%

Winner

IGR

+6.06%

BHK

+0.93%

Winner

IGR

+12.80%

BHK

-1.52%

IGR

-0.39%

Winner

BHK

+2.07%

5Y(CAGR)

Winner

IGR

-1.16%

BHK

-3.09%

10Y(CAGR)

Winner

IGR

+4.63%

BHK

+3.00%

Max(CAGR)

IGR

+4.71%

Winner

BHK

+5.46%

IGR vs BHK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

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

IGR vs BHK Drawdown Comparison

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

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

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

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

Correlation

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

0.84

-101

Dividend Comparison (2002 - 2026)

IGR vs BHK dividend yield comparison.

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