DIFEX Mutual Fund

NAV$12.92

Returns Overview

1 Month
+0.54%
3 Months
+1.02%
6 Months
+1.97%
YTD
+3.19%
1 Year
+9.81%
3 Years (annualized)
+8.25%
5 Years (annualized)
+3.29%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFEX 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%

DIFEX Mutual Fund Performance

DIFEX performance across multiple time periods: 1-month 0.54%, YTD 3.19%, 1-year 9.81%, 3-year 8.25%, 5-year 3.29%, 10-year 4.61%.

DIFEX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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