REPIX Mutual Fund

NAV$45.30

Returns Overview

1 Month
+0.86%
3 Months
+11.52%
6 Months
+13.11%
YTD
+13.05%
1 Year
+8.57%
3 Years (annualized)
+7.05%
5 Years (annualized)
-0.61%
10 Years (annualized)
+3.30%

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
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
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+3.47%
vs Peers
+9.57%

REPIX Mutual Fund Performance

REPIX performance across multiple time periods: 1-month 0.86%, YTD 13.05%, 1-year 8.57%, 3-year 7.05%, 5-year -0.61%, 10-year 3.30%.

REPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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