REIAX Mutual Fund

REIAX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
-2.54%
3 Months
+2.60%
6 Months
-5.47%
YTD
+2.60%
1 Year
+11.49%
3 Years (annualized)
-2.09%
5 Years (annualized)
+7.63%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIAX 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(RMS N)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+2.56%
vs Peers
+0.04%

REIAX Mutual Fund Performance

REIAX performance across multiple time periods: 1-month -2.54%, YTD 2.60%, 1-year 11.49%, 3-year -2.09%, 5-year 7.63%, 10-year 4.82%.

REIAX returns outperform the peer average of 2.56% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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