DIFIX Mutual Fund

DIFIX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-3.12%
3 Months
-2.37%
6 Months
+1.66%
YTD
+2.92%
1 Year
+4.68%
3 Years (annualized)
+9.12%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIFIX 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)
+2.92%
Peer Avg (YTD)
+2.46%
vs Peers
+0.47%

DIFIX Mutual Fund Performance

DIFIX performance across multiple time periods: 1-month -3.12%, YTD 2.92%, 1-year 4.68%, 3-year 9.12%, 5-year 3.50%, 10-year 4.91%.

DIFIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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