DIFEX Mutual Fund

DIFEX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+0.58%
3 Months
+1.81%
6 Months
+4.04%
YTD
+5.77%
1 Year
+10.69%
3 Years (annualized)
+7.99%
5 Years (annualized)
+3.15%
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)
+5.77%
Peer Avg (YTD)
+3.39%
vs Peers
+2.38%

DIFEX Mutual Fund Performance

DIFEX performance across multiple time periods: 1-month 0.58%, YTD 5.77%, 1-year 10.69%, 3-year 7.99%, 5-year 3.15%, 10-year 4.38%.

DIFEX returns outperform the peer average of 3.39% 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.