REIFX Mutual Fund

NAV$13.85

Returns Overview

1 Month
+0.44%
3 Months
+2.23%
6 Months
-1.43%
YTD
-1.65%
1 Year
+1.29%
3 Years (annualized)
+7.85%
5 Years (annualized)
+3.37%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
+11.24%
vs Peers
-12.89%

REIFX Mutual Fund Performance

REIFX performance across multiple time periods: 1-month 0.44%, YTD -1.65%, 1-year 1.29%, 3-year 7.85%, 5-year 3.37%, 10-year 7.34%.

REIFX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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