DIFEX Mutual Fund

DIFEX Mutual Fund

NAV$12.70
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Returns Overview

1 Month
+1.77%
3 Months
-1.33%
6 Months
+0.45%
YTD
+4.36%
1 Year
+5.82%
3 Years (annualized)
+9.81%
5 Years (annualized)
+2.84%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFEX 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)
+4.36%
Peer Avg (YTD)
+2.95%
vs Peers
+1.40%

DIFEX Mutual Fund Performance

DIFEX performance across multiple time periods: 1-month 1.77%, YTD 4.36%, 1-year 5.82%, 3-year 9.81%, 5-year 2.84%, 10-year 4.38%.

DIFEX returns outperform the peer average of 2.95% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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