REIFX Mutual Fund

REIFX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
+2.98%
3 Months
+0.35%
6 Months
-4.00%
YTD
+1.29%
1 Year
+5.76%
3 Years (annualized)
+7.91%
5 Years (annualized)
+3.20%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIFX 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
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📉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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+12.53%
vs Peers
-11.24%

REIFX Mutual Fund Performance

REIFX performance across multiple time periods: 1-month 2.98%, YTD 1.29%, 1-year 5.76%, 3-year 7.91%, 5-year 3.20%, 10-year 7.02%.

REIFX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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