REPIX Mutual Fund

REPIX Mutual Fund

NAV$42.05
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Returns Overview

1 Month
+2.96%
3 Months
+1.93%
6 Months
+12.46%
YTD
+16.39%
1 Year
+12.48%
3 Years (annualized)
+7.65%
5 Years (annualized)
-1.98%
10 Years (annualized)
+2.72%

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)
+16.39%
Peer Avg (YTD)
+2.39%
vs Peers
+14.01%

REPIX Mutual Fund Performance

REPIX performance across multiple time periods: 1-month 2.96%, YTD 16.39%, 1-year 12.48%, 3-year 7.65%, 5-year -1.98%, 10-year 2.72%.

REPIX returns outperform the peer average of 2.39% 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.