REPIX Mutual Fund

REPIX Mutual Fund

NAV$40.92
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Returns Overview

1 Month
-9.97%
3 Months
-10.51%
6 Months
-0.20%
YTD
+1.17%
1 Year
-4.93%
3 Years (annualized)
+8.20%
5 Years (annualized)
-3.22%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REPIX 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
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+5.40%
vs Peers
-4.23%

REPIX Mutual Fund Performance

REPIX performance across multiple time periods: 1-month -9.97%, YTD 1.17%, 1-year -4.93%, 3-year 8.20%, 5-year -3.22%, 10-year 2.83%.

REPIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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