REITX

Mutual fund

$25.92 +$0.05 (+0.19%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $22.51High $26.93

Has REITX beaten the S&P 500?

Over the last year (to Oct 19, 2026), REITX returned +11.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
REITX
+11.7%
S&P 500
+16.6%
Largest decline 
REITX
9.5%
S&P 500
8.9%
Risk-adjusted return 
REITX
0.64
S&P 500
0.97
Downside risk-adjusted return 
REITX
0.93
S&P 500
1.43

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

PeriodREITXS&P 500
1 month -0.7% +0.6%
3 months +0.5% +3.4%
Year to date +8.7% +13.3%
1 year +11.7% +16.6%
3 years (annualized) +19.4% +23.1%

Volatility (1-year, annualized): 12.6% · Largest decline (max drawdown, since Oct 2021): 26.5%

How are your investments doing?

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