REATX Mutual Fund

REATX Mutual Fund

NAV$12.63
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Returns Overview

1 Month
+0.70%
3 Months
+0.86%
6 Months
+1.33%
YTD
+4.69%
1 Year
+8.39%
3 Years (annualized)
+10.41%
5 Years (annualized)
+5.23%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REATX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+8.76%
vs Peers
-4.07%

REATX Mutual Fund Performance

REATX performance across multiple time periods: 1-month 0.70%, YTD 4.69%, 1-year 8.39%, 3-year 10.41%, 5-year 5.23%, 10-year 6.37%.

REATX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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