REIZX Mutual Fund

REIZX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-2.51%
3 Months
-1.48%
6 Months
+0.79%
YTD
-3.12%
1 Year
-4.00%
3 Years (annualized)
+8.83%
5 Years (annualized)
+2.06%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REIZX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
+4.73%
vs Peers
-7.85%

REIZX Mutual Fund Performance

REIZX performance across multiple time periods: 1-month -2.51%, YTD -3.12%, 1-year -4.00%, 3-year 8.83%, 5-year 2.06%, 10-year 7.03%.

REIZX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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