IGR vs FXR
Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF).
5-Year PerformanceFXR has outperformed IGR, delivering a return of +8.3% compared to -1.0%
IGR vs FXR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IGR vs FXR - Historical Returns
Returns include dividend reinvestment.
IGR vs FXR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IGR | FXR |
|---|---|---|
| 2026 | +10.20% | +5.69% |
| 2025 | +5.54% | +7.97% |
| 2024 | +0.51% | +17.27% |
| 2023 | +5.89% | +26.61% |
| 2022 | -35.42% | -16.07% |
| 2021 | +57.03% | +27.61% |
| 2020 | -5.27% | +11.46% |
| 2019 | +40.56% | +32.99% |
| 2018 | -15.50% | -15.72% |
| 2017 | +16.07% | +23.08% |
| 2016 | +5.06% | +28.23% |
| 2015 | -9.35% | -13.33% |
| 2014 | +20.54% | +9.56% |
| 2013 | -7.17% | +42.38% |
| 2012 | +36.46% | +13.95% |
| 2011 | -6.85% | -7.17% |
| 2010 | +30.16% | +23.53% |
| 2009 | +68.60% | +39.21% |
| 2008 | -68.50% | -45.68% |
| 2007 | -29.63% | -2.22% |
| 2006 | +74.71% | N/A |
| 2005 | +19.84% | N/A |
| 2004 | +6.49% | N/A |
IGR vs FXR Drawdown Comparison
The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.
The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.
The current IGR drawdown is -17.44%. The current FXR drawdown is -5.99%.
| Rank | IGR | FXR |
|---|---|---|
| #1 | -87.09% Dec 29, 2006 - Sep 26, 2019 | -63.81% May 31, 2007 - Jan 2, 2013 |
| #2 | -54.29% Feb 18, 2020 - Mar 26, 2021 | -44.71% Jan 16, 2020 - Nov 10, 2020 |
| #3 | -50.87% Dec 31, 2021 - Oct 27, 2023 | -27.24% Feb 24, 2015 - Nov 11, 2016 |
| #4 | -25.36% Mar 5, 2004 - Dec 2, 2004 | -26.85% Jan 4, 2022 - Dec 13, 2023 |
| #5 | -10.92% May 10, 2006 - Jul 25, 2006 | -26.65% Nov 25, 2024 - Jan 5, 2026 |
| #6 | -10.76% Sep 3, 2021 - Nov 8, 2021 | -25.38% Sep 18, 2018 - Jul 16, 2019 |
| #7 | -10.29% Aug 3, 2005 - Dec 8, 2005 | -13.77% Jun 9, 2014 - Nov 24, 2014 |
| #8 | -8.84% Apr 6, 2006 - May 10, 2006 | -13.66% Feb 20, 2026 - Mar 30, 2026 |
| #9 | -8.51% Nov 1, 2006 - Nov 29, 2006 | -10.64% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -8.39% Mar 4, 2005 - Apr 27, 2005 | -9.34% Jul 24, 2019 - Oct 29, 2019 |
| #11 | -6.68% Dec 31, 2004 - Feb 15, 2005 | -8.15% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -4.60% Nov 12, 2021 - Dec 7, 2021 | -7.90% Jan 22, 2014 - Feb 27, 2014 |
| #13 | -4.57% Jan 9, 2006 - Feb 2, 2006 | -7.64% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -4.45% Apr 29, 2021 - May 20, 2021 | -7.34% Nov 25, 2014 - Feb 13, 2015 |
| #15 | -3.96% Jun 14, 2021 - Jul 12, 2021 | -7.14% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between IGR and FXR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
IGR vs FXR dividend yield comparison.
| Year | IGR | FXR |
|---|---|---|
| 2026 | 6.61% | 0.10% |
| 2025 | 16.44% | 0.71% |
| 2024 | 14.97% | 0.72% |
| 2023 | 13.26% | 0.77% |
| 2022 | 12.22% | 0.92% |
| 2021 | 6.13% | 0.52% |
| 2020 | 8.72% | 1.06% |
| 2019 | 7.48% | 0.74% |
| 2018 | 9.74% | 1.18% |
| 2017 | 7.58% | 0.55% |
| 2016 | 8.84% | 0.52% |
| 2015 | 7.46% | 0.62% |
| 2014 | 6.01% | 1.10% |
| 2013 | 6.82% | 0.41% |
| 2012 | 6.57% | 2.08% |
| 2011 | 7.89% | 0.58% |
| 2010 | 6.97% | 0.55% |
| 2009 | 8.48% | 0.75% |
| 2008 | 31.16% | 0.64% |
| 2007 | 23.28% | 0.11% |
| 2006 | 13.70% | 0.00% |
| 2005 | 9.49% | 0.00% |
| 2004 | 4.93% | 0.00% |
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