DIFIX Mutual Fund

DIFIX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
+0.62%
3 Months
+1.93%
6 Months
+4.30%
YTD
+6.07%
1 Year
+11.24%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFIX 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)
+6.07%
Peer Avg (YTD)
+3.39%
vs Peers
+2.68%

DIFIX Mutual Fund Performance

DIFIX performance across multiple time periods: 1-month 0.62%, YTD 6.07%, 1-year 11.24%, 3-year 8.52%, 5-year 3.66%, 10-year 4.92%.

DIFIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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