REITX Mutual Fund

NAV$26.75

Returns Overview

1 Month
+0.53%
3 Months
+14.32%
6 Months
+10.82%
YTD
+9.99%
1 Year
+20.66%
3 Years (annualized)
+18.49%
5 Years (annualized)
+9.82%
10 Years (annualized)
+12.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REITX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+7.64%
vs Peers
+2.35%

REITX Mutual Fund Performance

REITX performance across multiple time periods: 1-month 0.53%, YTD 9.99%, 1-year 20.66%, 3-year 18.49%, 5-year 9.82%, 10-year 12.40%.

REITX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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