CREMX vs. DFITX
Compare and contrast key facts about Redwood Real Estate Income Fund (CREMX) and DFA International Real Estate Securities (DFITX).
CREMX is an actively managed fund by Redwood. It was launched on Jun 23, 2023. DFITX is managed by Dimensional. It was launched on Feb 28, 2007.
Performance
CREMX vs. DFITX - Performance Comparison
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CREMX vs. DFITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CREMX Redwood Real Estate Income Fund | 1.28% | 7.72% | 8.09% | 1.95% |
DFITX DFA International Real Estate Securities | -6.33% | 24.65% | -7.70% | 10.11% |
Returns By Period
In the year-to-date period, CREMX achieves a 1.28% return, which is significantly higher than DFITX's -6.33% return.
CREMX
- 1D
- -0.55%
- 1M
- -0.04%
- YTD
- 1.28%
- 6M
- 3.22%
- 1Y
- 7.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DFITX
- 1D
- 1.72%
- 1M
- -9.67%
- YTD
- -6.33%
- 6M
- -5.60%
- 1Y
- 10.96%
- 3Y*
- 4.71%
- 5Y*
- -0.40%
- 10Y*
- 1.51%
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CREMX vs. DFITX - Expense Ratio Comparison
CREMX has a 5.16% expense ratio, which is higher than DFITX's 0.27% expense ratio.
Return for Risk
CREMX vs. DFITX — Risk / Return Rank
CREMX
DFITX
CREMX vs. DFITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Redwood Real Estate Income Fund (CREMX) and DFA International Real Estate Securities (DFITX). 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.
| CREMX | DFITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 9.78 | 0.92 | +8.85 |
Sortino ratioReturn per unit of downside risk | 12.29 | 1.28 | +11.02 |
Omega ratioGain probability vs. loss probability | 11.91 | 1.17 | +10.73 |
Calmar ratioReturn relative to maximum drawdown | 12.82 | 0.89 | +11.93 |
Martin ratioReturn relative to average drawdown | 85.27 | 3.63 | +81.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CREMX | DFITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 9.78 | 0.92 | +8.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.03 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 7.88 | 0.09 | +7.79 |
Correlation
The correlation between CREMX and DFITX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CREMX vs. DFITX - Dividend Comparison
CREMX's dividend yield for the trailing twelve months is around 6.69%, less than DFITX's 7.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREMX Redwood Real Estate Income Fund | 6.69% | 7.38% | 7.64% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFITX DFA International Real Estate Securities | 7.12% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
Drawdowns
CREMX vs. DFITX - Drawdown Comparison
The maximum CREMX drawdown since its inception was -0.71%, smaller than the maximum DFITX drawdown of -73.49%. Use the drawdown chart below to compare losses from any high point for CREMX and DFITX.
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Drawdown Indicators
| CREMX | DFITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.71% | -73.49% | +72.78% |
Max Drawdown (1Y)Largest decline over 1 year | -0.55% | -12.31% | +11.76% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.84% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.26% | — |
Current DrawdownCurrent decline from peak | -0.55% | -12.65% | +12.10% |
Average DrawdownAverage peak-to-trough decline | -0.02% | -18.19% | +18.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.08% | 3.02% | -2.94% |
Volatility
CREMX vs. DFITX - Volatility Comparison
The current volatility for Redwood Real Estate Income Fund (CREMX) is 0.59%, while DFA International Real Estate Securities (DFITX) has a volatility of 5.08%. This indicates that CREMX experiences smaller price fluctuations and is considered to be less risky than DFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREMX | DFITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 5.08% | -4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 0.65% | 8.43% | -7.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.89% | 13.07% | -12.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.96% | 14.92% | -13.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.96% | 16.42% | -15.46% |