DIFFX Mutual Fund

DIFFX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
+0.68%
3 Months
+1.87%
6 Months
+4.25%
YTD
+6.00%
1 Year
+11.04%
3 Years (annualized)
+8.27%
5 Years (annualized)
+3.42%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFFX 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)
+6.00%
Peer Avg (YTD)
+3.39%
vs Peers
+2.61%

DIFFX Mutual Fund Performance

DIFFX performance across multiple time periods: 1-month 0.68%, YTD 6.00%, 1-year 11.04%, 3-year 8.27%, 5-year 3.42%, 10-year 4.72%.

DIFFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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