IGR vs DFCA
Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).
IGR vs DFCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGR
$707M
Winner
DFCA
$707M
Expense Ratio
IGR
N/A
DFCA
0.19%
Max Drawdown
IGR
90.88%
Winner
DFCA
4.35%
Sharpe Ratio
Winner
IGR
0.45
DFCA
-0.25
5Y Beta
IGR
0.61
Winner
DFCA
0.02
5Y Dividends CAGR
IGR
5.39%
DFCA
N/A
IGR vs DFCA - Historical Returns
Returns include dividend reinvestment.
1M
IGR
+0.22%
Winner
DFCA
+0.26%
3M
Winner
IGR
+3.08%
DFCA
+0.21%
6M
Winner
IGR
+2.15%
DFCA
-0.99%
1Y
Winner
IGR
+9.06%
DFCA
+3.27%
5Y(CAGR)
IGR
-0.21%
DFCA
N/A
10Y(CAGR)
IGR
+4.69%
DFCA
N/A
Max(CAGR)
Winner
IGR
+5.00%
DFCA
+2.39%
IGR vs DFCA - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IGR | DFCA |
|---|---|---|
| 2026 | +17.36% | +0.42% |
| 2025 | +5.54% | +2.96% |
| 2024 | +0.51% | +1.71% |
| 2023 | +5.89% | +2.59% |
| 2022 | -35.42% | N/A |
| 2021 | +57.03% | N/A |
| 2020 | -5.27% | N/A |
| 2019 | +40.56% | N/A |
| 2018 | -15.50% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +5.06% | N/A |
| 2015 | -9.35% | N/A |
| 2014 | +20.54% | N/A |
| 2013 | -7.17% | N/A |
| 2012 | +36.46% | N/A |
| 2011 | -6.85% | N/A |
| 2010 | +30.16% | N/A |
| 2009 | +68.60% | N/A |
| 2008 | -68.50% | N/A |
| 2007 | -29.63% | N/A |
| 2006 | +74.71% | N/A |
| 2005 | +19.84% | N/A |
| 2004 | +6.49% | N/A |
IGR vs DFCA Drawdown Comparison
The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current IGR drawdown is -12.08%. The current DFCA drawdown is -1.10%.
| Rank | IGR | DFCA |
|---|---|---|
| #1 | -87.09% Dec 29, 2006 - Sep 26, 2019 | -3.28% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -54.29% Feb 18, 2020 - Mar 26, 2021 | -3.07% Jul 26, 2023 - Nov 29, 2023 |
| #3 | -50.87% Dec 31, 2021 - Oct 27, 2023 | -1.77% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -25.36% Mar 5, 2004 - Dec 2, 2004 | -1.63% Dec 6, 2024 - Feb 28, 2025 |
| #5 | -10.92% May 10, 2006 - Jul 25, 2006 | -1.27% Mar 7, 2024 - Jul 5, 2024 |
| #6 | -10.76% Sep 3, 2021 - Nov 8, 2021 | -1.13% Oct 1, 2024 - Nov 27, 2024 |
| #7 | -10.29% Aug 3, 2005 - Dec 8, 2005 | -0.60% Jan 8, 2024 - Jan 31, 2024 |
| #8 | -8.84% Apr 6, 2006 - May 10, 2006 | -0.57% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -8.51% Nov 1, 2006 - Nov 29, 2006 | -0.42% Aug 5, 2024 - Sep 4, 2024 |
| #10 | -8.39% Mar 4, 2005 - Apr 27, 2005 | -0.37% Nov 28, 2025 - Dec 19, 2025 |
| #11 | -6.68% Dec 31, 2004 - Feb 15, 2005 | -0.37% Sep 22, 2025 - Oct 13, 2025 |
| #12 | -4.60% Nov 12, 2021 - Dec 7, 2021 | -0.28% Jul 19, 2024 - Jul 26, 2024 |
| #13 | -4.57% Jan 9, 2006 - Feb 2, 2006 | -0.22% Dec 29, 2023 - Jan 8, 2024 |
| #14 | -4.45% Apr 29, 2021 - May 20, 2021 | -0.22% Nov 11, 2025 - Nov 19, 2025 |
| #15 | -3.96% Jun 14, 2021 - Jul 12, 2021 | -0.20% Oct 24, 2025 - Nov 10, 2025 |
Correlation
Correlation between IGR and DFCA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2004 - 2026)
IGR vs DFCA dividend yield comparison.
| Year | IGR | DFCA |
|---|---|---|
| 2026 | 10.32% | 1.65% |
| 2025 | 16.44% | 2.86% |
| 2024 | 14.97% | 2.86% |
| 2023 | 13.26% | 1.24% |
| 2022 | 12.22% | 0.00% |
| 2021 | 6.13% | 0.00% |
| 2020 | 8.72% | 0.00% |
| 2019 | 7.48% | 0.00% |
| 2018 | 9.74% | 0.00% |
| 2017 | 7.58% | 0.00% |
| 2016 | 8.84% | 0.00% |
| 2015 | 7.46% | 0.00% |
| 2014 | 6.01% | 0.00% |
| 2013 | 6.82% | 0.00% |
| 2012 | 6.57% | 0.00% |
| 2011 | 7.89% | 0.00% |
| 2010 | 6.97% | 0.00% |
| 2009 | 8.48% | 0.00% |
| 2008 | 31.16% | 0.00% |
| 2007 | 23.28% | 0.00% |
| 2006 | 13.70% | 0.00% |
| 2005 | 9.49% | 0.00% |
| 2004 | 4.93% | 0.00% |
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