Westwood Real Estate Income A (KIFAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return-1.91%
5-year average return2.22%
Number of years up15
Number of years down7
Best 1-yr total return (27 May 2024)74.98%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return74.98%
Worst 3-yr total return-1.61%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnKIFAXCategory
YTD-2.89%5.09%
1-month-1.98%1.29%
3-month-1.19%3.60%
1-year6.86%19.60%
3-year0.42%7.20%
5-year2.12%5.90%
10-year3.37%6.54%
Last bull market12.59%11.27%
Last bear market-7.27%-4.58%
Annual total return (%) history
YearKIFAXCategory
2024N/AN/A
202314.39%N/A
2022-14.45%N/A
202114.98%N/A
2020-3.17%4.83%
201918.12%17.63%
2018-8.78%-5.49%
20171.46%9.78%
201613.56%5.66%
2015-1.12%3.18%
201416.72%11.44%
20134.26%1.11%
201219.22%18.05%
20113.09%2.26%
201026.41%18.29%
200974.98%50.41%
2008-40.49%-26.18%
2007-24.19%-12.38%
200615.59%9.14%
2005-1.99%-0.21%
200411.31%8.57%
200323.97%20.95%
200216.94%16.50%
2001N/AN/A
Past quarterly returns (%)
YearQ1Q2Q3Q4
2024-0.92%N/AN/AN/A
20232.22%4.19%-2.25%9.89%
2022-2.71%-7.27%-6.72%1.65%
20214.92%5.01%1.57%2.74%
2020-31.61%19.97%8.21%9.06%
201912.03%0.71%3.96%0.70%
2018-6.48%4.28%2.72%-8.94%
20170.92%0.98%0.62%-1.05%
20162.44%6.25%4.51%-0.17%
20152.94%-2.47%-3.17%1.71%
20147.32%4.80%-0.94%4.77%
20137.36%-1.78%-1.36%0.24%
20127.49%3.51%3.77%3.26%
20113.16%2.13%-6.43%4.57%
201011.12%-0.63%10.19%3.89%
2009-8.58%38.88%27.14%8.40%
20080.90%0.07%-23.83%-22.62%
2007-0.69%0.20%-9.98%-15.37%
20063.99%1.14%4.06%5.61%
2005-2.45%4.51%-1.37%-2.53%
20045.18%-6.13%6.98%5.38%
20032.28%10.62%1.84%7.60%
20026.09%7.17%-2.19%5.16%
200117.68%1.15%7.99%N/A
Rank in category (by total return)
YTD100
1-month67
3-month71
1-year73
3-year24
5-year63
Load adjusted returns
1-year3.65%
3-year-0.59%
5-year1.50%
10-year3.06%
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