REOTX Mutual Fund

REOTX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
+1.90%
3 Months
+0.63%
6 Months
+7.46%
YTD
+10.63%
1 Year
+18.27%
3 Years (annualized)
+18.23%
5 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REOTX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+8.76%
vs Peers
+1.87%

REOTX Mutual Fund Performance

REOTX performance across multiple time periods: 1-month 1.90%, YTD 10.63%, 1-year 18.27%, 3-year 18.23%, 5-year 8.99%.

REOTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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