REEIX Mutual Fund

NAV$20.53

Returns Overview

1 Month
-0.05%
3 Months
+23.64%
6 Months
+23.56%
YTD
+20.94%
1 Year
+43.64%
3 Years (annualized)
+21.79%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REEIX 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
MSCI Emerging Markets Net Return Index(.dMIEF00000NUS)
This Mutual Fund (YTD)
+20.94%
Peer Avg (YTD)
+23.08%
vs Peers
-2.13%

REEIX Mutual Fund Performance

REEIX performance across multiple time periods: 1-month -0.05%, YTD 20.94%, 1-year 43.64%, 3-year 21.79%, 5-year 9.39%, 10-year 10.14%.

REEIX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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