BDKNX vs. REIIX

Last updated Apr 2, 2026

Compare and contrast key facts about Braddock Multi-Strategy Income Fund (BDKNX) and West Loop Realty Fund (REIIX).

BDKNX is managed by Liberty Street. It was launched on Jul 30, 2009. REIIX is managed by Liberty Street. It was launched on Dec 31, 2013.

Performance

BDKNX vs. REIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Braddock Multi-Strategy Income Fund (BDKNX) and West Loop Realty Fund (REIIX). The values are adjusted to include any dividend payments, if applicable.

BDKNX vs. REIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BDKNX Braddock Multi-Strategy Income Fund	0.00%	8.63%	9.00%	12.00%	-11.64%	5.71%	-27.91%	6.60%	3.24%	7.50%
REIIX West Loop Realty Fund	0.00%	2.21%	-5.60%	13.33%	-26.09%	39.77%	-2.90%	30.07%	-8.91%	6.80%

Returns By Period

BDKNX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

REIIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDKNX vs. REIIX - Expense Ratio Comparison

BDKNX has a 1.53% expense ratio, which is higher than REIIX's 1.43% expense ratio.

BDKNX

Braddock Multi-Strategy Income Fund

REIIX

West Loop Realty Fund

Return for Risk

BDKNX vs. REIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Braddock Multi-Strategy Income Fund (BDKNX) and West Loop Realty Fund (REIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Correlation

The correlation between BDKNX and REIIX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BDKNX vs. REIIX - Dividend Comparison

BDKNX's dividend yield for the trailing twelve months is around 6.46%, less than REIIX's 46.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BDKNX Braddock Multi-Strategy Income Fund	6.46%	8.33%	6.45%	6.57%	5.46%	3.63%	4.32%	4.03%	4.42%	4.94%	5.67%	0.00%
REIIX West Loop Realty Fund	46.45%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%

Drawdowns

Volatility