Sortino 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 Sortino 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 Jun 23, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| CREMX | Redwood Real Estate Income Fund | 183.48 | |||
| QREARX | TIAA Real Estate Account | 6.26 | |||
| FSREX | Fidelity Series Real Estate Income Fund | 4.58 | |||
| FIKMX | Fidelity Advisor Real Estate Income Fund Class Z | 2.72 | |||
| FRIRX | Fidelity Advisor Real Estate Income Fund Class I | 2.70 | |||
| FRIFX | Fidelity Real Estate Income Fund | 2.67 | |||
| FRINX | Fidelity Advisor Real Estate Income Fund Class A | 2.66 | |||
| FRIQX | Fidelity Advisor Real Estate Income Fund Class M | 2.53 | |||
| FRIOX | Fidelity Advisor Real Estate Income Fund Class C | 2.30 | |||
| IRSAX | Delaware Ivy Securian Real Estate Securities Fund | 1.96 | |||
| REIIX | West Loop Realty Fund | — |
Historical Sortino Ratio
The chart shows REIIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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