RFI ETF

$11.60

Returns Overview

1 Month
+0.76%
3 Months
+8.57%
6 Months
+11.07%
YTD
+10.87%
1 Year
+10.65%
3 Years (annualized)
+9.91%
5 Years (annualized)
+5.05%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would RFI 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This ETF (YTD)
+10.87%
Peer Avg (YTD)
+11.24%
vs Peers
-0.38%

RFI ETF Performance

RFI performance across multiple time periods: 1-month 0.76%, YTD 10.87%, 1-year 10.65%, 3-year 9.91%, 5-year 5.05%, 10-year 10.99%.

RFI returns trail the peer average of 11.24% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this ETF.

RFI performance comparison shows side-by-side returns with another fund. RFI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.76%N/A
3 Months+8.57%N/A
6 Months+11.07%N/A
1 Year+10.65%N/A
3 Years+9.91%N/A
5 Years+5.05%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized