REINX Mutual Fund

NAV$18.29

Returns Overview

1 Month
+1.73%
3 Months
+10.88%
6 Months
+14.50%
YTD
+14.36%
1 Year
+12.99%
3 Years (annualized)
+7.04%
5 Years (annualized)
+1.82%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REINX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.36%
Peer Avg (YTD)
+11.24%
vs Peers
+3.11%

REINX Mutual Fund Performance

REINX performance across multiple time periods: 1-month 1.73%, YTD 14.36%, 1-year 12.99%, 3-year 7.04%, 5-year 1.82%, 10-year 2.77%.

REINX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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