REIFX Mutual Fund

REIFX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-2.45%
3 Months
-1.46%
6 Months
+0.74%
YTD
-3.08%
1 Year
-3.99%
3 Years (annualized)
+8.81%
5 Years (annualized)
+2.06%
10 Years (annualized)
+6.86%

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
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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+4.73%
vs Peers
-7.81%

REIFX Mutual Fund Performance

REIFX performance across multiple time periods: 1-month -2.45%, YTD -3.08%, 1-year -3.99%, 3-year 8.81%, 5-year 2.06%, 10-year 6.86%.

REIFX returns trail the peer average of 4.73% 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.