REITX Mutual Fund

REITX Mutual Fund

NAV$26.22
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Returns Overview

1 Month
-1.77%
3 Months
-1.51%
6 Months
+12.59%
YTD
+8.33%
1 Year
+12.57%
3 Years (annualized)
+18.33%
5 Years (annualized)
+9.16%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REITX 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 ACWI ex US Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+7.09%
vs Peers
+1.24%

REITX Mutual Fund Performance

REITX performance across multiple time periods: 1-month -1.77%, YTD 8.33%, 1-year 12.57%, 3-year 18.33%, 5-year 9.16%, 10-year 12.01%.

REITX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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