DIFAX Mutual Fund

DIFAX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
-3.21%
3 Months
-2.43%
6 Months
+1.53%
YTD
+2.73%
1 Year
+4.42%
3 Years (annualized)
+8.84%
5 Years (annualized)
+3.26%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFAX 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 US REIT Index (net div)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+2.46%
vs Peers
+0.27%

DIFAX Mutual Fund Performance

DIFAX performance across multiple time periods: 1-month -3.21%, YTD 2.73%, 1-year 4.42%, 3-year 8.84%, 5-year 3.26%, 10-year 4.65%.

DIFAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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