IGR vs ROUS

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).

5-Year PerformanceROUS has outperformed IGR, delivering a return of +12.2% compared to -0.2%

IGR vs ROUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	ROUS(ETF)
Net Assets	$707M	$706M
Expense Ratio	N/A	0.19%
Max Drawdown	90.88%	35.51%
Sharpe Ratio	0.45	1.70
5Y Beta	0.61	0.77
P/E Ratio	N/A	21.77
Forward P/E	N/A	17.05
5Y Dividends CAGR	5.39%	5.61%
5Y EPS CAGR	N/A	15.87%
Debt to Equity	N/A	125.28%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	4.00

Net Assets

Winner

IGR

$707M

ROUS

$706M

Expense Ratio

IGR

N/A

ROUS

0.19%

Max Drawdown

IGR

90.88%

Winner

ROUS

35.51%

Sharpe Ratio

IGR

0.45

Winner

ROUS

1.70

5Y Beta

Winner

IGR

0.61

ROUS

0.77

P/E Ratio

IGR

N/A

ROUS

21.77

Forward P/E

IGR

N/A

ROUS

17.05

5Y Dividends CAGR

IGR

5.39%

Winner

ROUS

5.61%

5Y EPS CAGR

IGR

N/A

ROUS

15.87%

Debt to Equity

IGR

N/A

ROUS

125.28%

P/S Ratio

IGR

N/A

ROUS

1.59

P/B Ratio

IGR

N/A

ROUS

4.00

IGR vs ROUS - Historical Returns

Returns include dividend reinvestment.

Period	IGR	ROUS
1 month	+0.22%	+2.75%
3 months	+3.08%	+3.76%
6 months	+2.15%	+11.92%
1 year	+9.06%	+24.46%
5 years(CAGR)	-0.21%	+12.24%
10 years(CAGR)	+4.69%	+12.79%
Max(CAGR)	+5.00%	+11.13%

IGR

+0.22%

Winner

ROUS

+2.75%

IGR

+3.08%

Winner

ROUS

+3.76%

IGR

+2.15%

Winner

ROUS

+11.92%

IGR

+9.06%

Winner

ROUS

+24.46%

5Y(CAGR)

IGR

-0.21%

Winner

ROUS

+12.24%

10Y(CAGR)

IGR

+4.69%

Winner

ROUS

+12.79%

Max(CAGR)

IGR

+5.00%

Winner

ROUS

+11.13%

IGR vs ROUS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	ROUS
2026	+17.36%	+17.67%
2025	+5.54%	+15.43%
2024	+0.51%	+18.00%
2023	+5.89%	+14.99%
2022	-35.42%	-9.33%
2021	+57.03%	+29.26%
2020	-5.27%	+6.33%
2019	+40.56%	+23.32%
2018	-15.50%	-9.89%
2017	+16.07%	+22.59%
2016	+5.06%	+13.65%
2015	-9.35%	-3.15%
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 ROUS Drawdown Comparison

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

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current IGR drawdown is -12.08%. The current ROUS drawdown is -1.58%.

Rank	IGR	ROUS
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-35.51% Feb 14, 2020 - Dec 1, 2020
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-21.19% Aug 29, 2018 - Nov 8, 2019
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-18.91% Dec 29, 2021 - Dec 1, 2023
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-16.52% Mar 24, 2015 - Nov 14, 2016
#5	-10.92% May 10, 2006 - Jul 25, 2006	-15.81% Nov 26, 2024 - Jun 30, 2025
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-9.82% Jan 29, 2018 - Aug 20, 2018
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-5.97% Feb 27, 2026 - Apr 9, 2026
#8	-8.84% Apr 6, 2006 - May 10, 2006	-5.40% Mar 28, 2024 - Jun 18, 2024
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-5.29% Jul 16, 2024 - Aug 19, 2024
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-5.21% Sep 2, 2021 - Oct 21, 2021
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-4.77% Nov 16, 2021 - Dec 15, 2021
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-4.71% Oct 27, 2025 - Nov 28, 2025
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-4.18% Feb 12, 2021 - Mar 11, 2021
#14	-4.45% Apr 29, 2021 - May 20, 2021	-3.83% Aug 30, 2024 - Sep 19, 2024
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-3.64% May 7, 2021 - Jun 11, 2021

Correlation

Correlation between IGR and ROUS is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2004 - 2026)

IGR vs ROUS dividend yield comparison.

Year	IGR	ROUS
2026	10.32%	0.57%
2025	16.44%	1.52%
2024	14.97%	1.62%
2023	13.26%	1.91%
2022	12.22%	1.88%
2021	6.13%	1.38%
2020	8.72%	2.01%
2019	7.48%	2.12%
2018	9.74%	1.89%
2017	7.58%	1.54%
2016	8.84%	1.97%
2015	7.46%	1.62%
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%