REIIX vs. BDKNX

Last updated Apr 2, 2026

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

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

Performance

REIIX vs. BDKNX - Performance Comparison

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

REIIX vs. BDKNX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
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%

Returns By Period

REIIX

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

BDKNX

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

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

REIIX vs. BDKNX - Expense Ratio Comparison

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

BDKNX

Braddock Multi-Strategy Income Fund

REIIX

West Loop Realty Fund

Return for Risk

REIIX vs. BDKNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for West Loop Realty Fund (REIIX) and Braddock Multi-Strategy Income Fund (BDKNX). 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 REIIX and BDKNX 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

REIIX vs. BDKNX - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

Volatility