CREMX vs. REIIX

Last updated Jun 23, 2026

CREMX (Redwood Real Estate Income Fund) and REIIX (West Loop Realty Fund) are both REIT funds. At a correlation of -0.02, they often move in opposite directions. CREMX charges 5.16%/yr vs 1.43%/yr for REIIX.

Performance

CREMX vs. REIIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Redwood Real Estate Income Fund (CREMX) and West Loop Realty Fund (REIIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CREMX

• 1D: 0.04%
• 1M: 0.48%
• YTD: 3.35%
• 6M: 3.54%
• 1Y: 7.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

REIIX

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

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

CREMX vs. REIIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
CREMX Redwood Real Estate Income Fund	3.35%	7.72%	8.09%	1.95%
REIIX West Loop Realty Fund	0.00%	2.21%	-5.60%	8.30%

Correlation

The correlation between CREMX and REIIX is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 11, 2023	-0.02

Return for Risk

CREMX vs. REIIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CREMX

CREMX Risk / Return Rank: 100
CREMX Sharpe Ratio Rank: 100
CREMX Sortino Ratio Rank: 100
CREMX Omega Ratio Rank: 100
CREMX Calmar Ratio Rank: 100
CREMX Martin Ratio Rank: 100

REIIX

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

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CREMX vs. REIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Redwood Real Estate Income Fund (CREMX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CREMX	REIIX	Difference
Sharpe ratio: Return per unit of total volatility	17.85	—	—
Sortino ratio: Return per unit of downside risk	183.48	—	—
Omega ratio: Gain probability vs. loss probability	183.39	—	—
Calmar ratio: Return relative to maximum drawdown	191.47	—	—
Martin ratio: Return relative to average drawdown	3,021.29	—	—

Drawdowns

Drawdown Indicators

	CREMX	REIIX	Difference
Max Drawdown Largest peak-to-trough decline	-0.71%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-0.04%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-0.02%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.00%	—	—

Volatility

Volatility by Period

	CREMX	REIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.11%	—	—
Volatility (6M) Calculated over the trailing 6-month period	0.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	0.43%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.86%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.86%	—	—

CREMX vs. REIIX - Expense Ratio Comparison

CREMX has a 5.16% expense ratio, which is higher than REIIX's 1.43% expense ratio.

Dividends

CREMX vs. REIIX - Dividend Comparison

CREMX's dividend yield for the trailing twelve months is around 7.12%, while REIIX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CREMX Redwood Real Estate Income Fund	7.12%	7.38%	7.64%	1.98%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
REIIX West Loop Realty Fund	0.00%	46.45%	1.45%	2.33%	12.09%	7.95%	3.11%	6.04%	3.29%	2.34%	4.64%	3.71%

Frequently Asked Questions

Can I hold both CREMX and REIIX in my portfolio?

CREMX and REIIX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.