REEIX

Mutual fund

$19.96 +$0.22 (+1.11%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $16.51High $21.98

Has REEIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), REEIX returned +22.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
REEIX
+22.2%
S&P 500
+16.6%
Largest decline 
REEIX
15.1%
S&P 500
8.9%
Risk-adjusted return 
REEIX
0.78
S&P 500
0.98
Downside risk-adjusted return 
REEIX
1.10
S&P 500
1.44

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodREEIXS&P 500
1 month -5.0% +0.6%
3 months +0.4% +3.4%
Year to date +17.0% +13.3%
1 year +22.2% +16.6%
3 years (annualized) +22.7% +23.1%

Volatility (1-year, annualized): 25.2% · Largest decline (max drawdown, since Oct 2021): 28.4%

How are your investments doing?

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