DIFAX Mutual Fund

NAV$12.92

Returns Overview

1 Month
+0.54%
3 Months
+0.94%
6 Months
+1.89%
YTD
+3.19%
1 Year
+10.08%
3 Years (annualized)
+8.48%
5 Years (annualized)
+3.55%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index (net div)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+4.14%
vs Peers
-0.95%

DIFAX Mutual Fund Performance

DIFAX performance across multiple time periods: 1-month 0.54%, YTD 3.19%, 1-year 10.08%, 3-year 8.48%, 5-year 3.55%, 10-year 4.82%.

DIFAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

DIFAX performance comparison shows side-by-side returns with another fund. DIFAX alternatives are available in the Mutual Fund Screener.