REIZX Mutual Fund

REIZX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
+2.96%
3 Months
+0.34%
6 Months
-4.01%
YTD
+1.25%
1 Year
+5.71%
3 Years (annualized)
+7.93%
5 Years (annualized)
+3.19%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIZX 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)
+1.25%
Peer Avg (YTD)
+12.53%
vs Peers
-11.28%

REIZX Mutual Fund Performance

REIZX performance across multiple time periods: 1-month 2.96%, YTD 1.25%, 1-year 5.71%, 3-year 7.93%, 5-year 3.19%, 10-year 7.03%.

REIZX 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.

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