REAIX Mutual Fund

REAIX Mutual Fund

NAV$27.89
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Returns Overview

1 Month
+2.01%
3 Months
+3.07%
6 Months
+13.09%
YTD
+15.47%
1 Year
+17.22%
3 Years (annualized)
+10.26%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.09%

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
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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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.47%
Peer Avg (YTD)
+12.53%
vs Peers
+2.94%

REAIX Mutual Fund Performance

REAIX performance across multiple time periods: 1-month 2.01%, YTD 15.47%, 1-year 17.22%, 3-year 10.26%, 5-year 3.53%, 10-year 5.09%.

REAIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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