DIFAX Mutual Fund

DIFAX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+1.77%
3 Months
-1.36%
6 Months
+0.48%
YTD
+4.56%
1 Year
+5.98%
3 Years (annualized)
+10.08%
5 Years (annualized)
+3.14%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFAX 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 US REIT Index (net div)
This Mutual Fund (YTD)
+4.56%
Peer Avg (YTD)
+2.95%
vs Peers
+1.60%

DIFAX Mutual Fund Performance

DIFAX performance across multiple time periods: 1-month 1.77%, YTD 4.56%, 1-year 5.98%, 3-year 10.08%, 5-year 3.14%, 10-year 4.59%.

DIFAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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