REIPX Mutual Fund

REIPX Mutual Fund

NAV$44.87
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Returns Overview

1 Month
-3.22%
3 Months
+0.83%
6 Months
+14.03%
YTD
+13.95%
1 Year
+20.85%
3 Years (annualized)
+17.75%
5 Years (annualized)
+11.12%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIPX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+10.00%
vs Peers
+3.95%

REIPX Mutual Fund Performance

REIPX performance across multiple time periods: 1-month -3.22%, YTD 13.95%, 1-year 20.85%, 3-year 17.75%, 5-year 11.12%, 10-year 11.55%.

REIPX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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