REITX Mutual Fund

REITX Mutual Fund

NAV$25.69
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Returns Overview

1 Month
-1.46%
3 Months
-1.54%
6 Months
+1.87%
YTD
+6.74%
1 Year
+9.01%
3 Years (annualized)
+19.56%
5 Years (annualized)
+8.59%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REITX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+6.71%
vs Peers
+0.04%

REITX Mutual Fund Performance

REITX performance across multiple time periods: 1-month -1.46%, YTD 6.74%, 1-year 9.01%, 3-year 19.56%, 5-year 8.59%, 10-year 12.00%.

REITX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

REITX vs another fund shows side-by-side returns. REITX alternatives are available in the Mutual Fund Screener.