REAIX Mutual Fund

NAV$29.55

Returns Overview

1 Month
+1.59%
3 Months
+9.72%
6 Months
+13.41%
YTD
+13.20%
1 Year
+13.95%
3 Years (annualized)
+10.36%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+11.24%
vs Peers
+1.95%

REAIX Mutual Fund Performance

REAIX performance across multiple time periods: 1-month 1.59%, YTD 13.20%, 1-year 13.95%, 3-year 10.36%, 5-year 3.99%, 10-year 5.27%.

REAIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

REAIX performance comparison shows side-by-side returns with another fund. REAIX alternatives are available in the Mutual Fund Screener.