RFI ETF

RFI ETF
$10.30
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Returns Overview

1 Month
-2.75%
3 Months
+0.15%
6 Months
+2.30%
YTD
+10.20%
1 Year
+8.36%
3 Years (annualized)
+9.79%
5 Years (annualized)
+3.68%
10 Years (annualized)
+10.83%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This ETF (YTD)
+10.20%
Peer Avg (YTD)
+9.10%
vs Peers
+1.10%

RFI ETF Performance

RFI performance across multiple time periods: 1-month -2.75%, YTD 10.20%, 1-year 8.36%, 3-year 9.79%, 5-year 3.68%, 10-year 10.83%.

RFI returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.75%N/A
3 Months+0.15%N/A
6 Months+2.30%N/A
1 Year+8.36%N/A
3 Years+9.79%N/A
5 Years+3.68%N/A

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