REPIX Mutual Fund

REPIX Mutual Fund

NAV$39.93
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Returns Overview

1 Month
-3.46%
3 Months
+0.26%
6 Months
+0.16%
YTD
+12.37%
1 Year
+5.67%
3 Years (annualized)
+8.20%
5 Years (annualized)
-3.22%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REPIX 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
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+4.75%
vs Peers
+7.62%

REPIX Mutual Fund Performance

REPIX performance across multiple time periods: 1-month -3.46%, YTD 12.37%, 1-year 5.67%, 3-year 8.20%, 5-year -3.22%, 10-year 2.83%.

REPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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