DIFEX Mutual Fund

DIFEX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-3.16%
3 Months
-2.49%
6 Months
+1.41%
YTD
+2.54%
1 Year
+4.25%
3 Years (annualized)
+8.58%
5 Years (annualized)
+2.98%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFEX 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)
+2.54%
Peer Avg (YTD)
+2.46%
vs Peers
+0.08%

DIFEX Mutual Fund Performance

DIFEX performance across multiple time periods: 1-month -3.16%, YTD 2.54%, 1-year 4.25%, 3-year 8.58%, 5-year 2.98%, 10-year 4.44%.

DIFEX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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