REAIX Mutual Fund

REAIX Mutual Fund

NAV$27.82
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Returns Overview

1 Month
-5.31%
3 Months
-6.08%
6 Months
+3.04%
YTD
+6.31%
1 Year
+4.74%
3 Years (annualized)
+10.13%
5 Years (annualized)
+2.45%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAIX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+4.73%
vs Peers
+1.58%

REAIX Mutual Fund Performance

REAIX performance across multiple time periods: 1-month -5.31%, YTD 6.31%, 1-year 4.74%, 3-year 10.13%, 5-year 2.45%, 10-year 5.15%.

REAIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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