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West Loop Realty Fund (REIIX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund will pursue its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts ("REITs"). It may invest up to 20% of its net assets (plus any borrowings for investment purposes) in securities of foreign issuers which meet the same criteria for investment as domestic companies.

Sharpe ratio is not yet available for REIIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares West Loop Realty Fund's Sharpe Ratio with other mutual funds in the REIT category across multiple time periods, showing how REIIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CREMXRedwood Real Estate Income Fund16.70
QREARXTIAA Real Estate Account4.42
FSREXFidelity Series Real Estate Income Fund2.23
AIGYXabrdn Realty Income & Growth Fund1.89
IRSAXDelaware Ivy Securian Real Estate Securities Fund1.88
FRIFXFidelity Real Estate Income Fund1.87
MXREXGreat-West Real Estate Index Fund1.79
IVRSXVY CBRE Real Estate Portfolio1.73
PJEZXPGIM US Real Estate Fund1.72
NRFYXNatixis Funds Trust IV AEW Global Focused Real Estate Fund1.65
REIIXWest Loop Realty Fund—
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Historical Sharpe Ratio

The chart shows REIIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when REIIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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