REIIX Mutual Fund

REIIX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-2.54%
3 Months
+2.58%
6 Months
-5.40%
YTD
+2.58%
1 Year
+11.75%
3 Years (annualized)
-1.86%
5 Years (annualized)
+7.87%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIIX 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)
+2.58%
Peer Avg (YTD)
+2.56%
vs Peers
+0.02%

REIIX Mutual Fund Performance

REIIX performance across multiple time periods: 1-month -2.54%, YTD 2.58%, 1-year 11.75%, 3-year -1.86%, 5-year 7.87%, 10-year 5.07%.

REIIX returns outperform the peer average of 2.56% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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