Westwood Real Estate Income C (KIFCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return-1.43%
5-year average return1.67%
Number of years up15
Number of years down7
Best 1-yr total return (17 June 2024)73.60%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return73.60%
Worst 3-yr total return-2.15%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnKIFCXCategory
YTD-1.43%5.09%
1-month1.75%1.29%
3-month-0.04%3.60%
1-year10.23%19.60%
3-year0.31%7.20%
5-year1.88%5.90%
10-year2.68%6.54%
Last bull market12.29%11.27%
Last bear market-7.41%-4.58%
Annual total return (%) history
YearKIFCXCategory
2024N/AN/A
202313.49%N/A
2022-14.92%N/A
202114.35%N/A
2020-3.69%4.83%
201917.51%17.63%
2018-9.51%-5.49%
20170.87%9.78%
201612.96%5.66%
2015-1.67%3.18%
201416.07%11.44%
20133.68%1.11%
201218.48%18.05%
20112.29%2.26%
201025.46%18.29%
200973.60%50.41%
2008-40.99%-26.18%
2007-24.80%-12.38%
200614.61%9.14%
2005-2.71%-0.21%
200410.43%8.57%
200323.03%20.95%
200216.07%16.50%
2001N/AN/A
Past quarterly returns (%)
YearQ1Q2Q3Q4
2024-1.09%N/AN/AN/A
20232.03%3.99%-2.44%9.64%
2022-2.89%-7.41%-6.86%1.59%
20214.77%4.83%1.48%2.60%
2020-31.75%19.87%8.07%8.93%
201911.93%0.55%3.82%0.58%
2018-6.57%4.08%2.34%-9.07%
20170.77%0.83%0.50%-1.21%
20162.32%6.08%4.35%-0.27%
20152.78%-2.61%-3.29%1.58%
20147.15%4.67%-1.05%4.60%
20137.21%-1.95%-1.48%0.11%
20127.28%3.36%3.60%3.13%
20112.98%1.89%-6.59%4.36%
201010.88%-0.82%10.00%3.71%
2009-8.81%38.59%26.90%8.24%
20080.75%-0.21%-24.01%-22.76%
2007-0.87%-0.00%-10.14%-15.57%
20063.82%0.85%3.86%5.40%
2005-2.63%4.32%-1.55%-2.72%
20044.99%-6.33%6.77%5.17%
20032.07%10.44%1.67%7.35%
20025.91%6.94%-2.35%4.96%
200117.48%0.91%7.87%N/A
Rank in category (by total return)
YTD100
1-month76
3-month77
1-year84
3-year42
5-year68
Load adjusted returns
1-year9.23%
3-year0.31%
5-year1.88%
10-year2.68%
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