RFI ETF

RFI ETF
$11.38
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Returns Overview

1 Month
+2.21%
3 Months
+2.80%
6 Months
+11.21%
YTD
+13.31%
1 Year
+13.68%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.71%
10 Years (annualized)
+10.85%

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)
+13.31%
Peer Avg (YTD)
+12.53%
vs Peers
+0.78%

RFI ETF Performance

RFI performance across multiple time periods: 1-month 2.21%, YTD 13.31%, 1-year 13.68%, 3-year 9.90%, 5-year 4.71%, 10-year 10.85%.

RFI returns outperform the peer average of 12.53% 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+2.21%N/A
3 Months+2.80%N/A
6 Months+11.21%N/A
1 Year+13.68%N/A
3 Years+9.90%N/A
5 Years+4.71%N/A

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