This past week, the Value Investment Fund grew 2.1% matching many of the major indices in the market.
The fund is well ahead of schedule and is on track to surpass 52% return for fiscal year 2021. Driving the unrealized gains are the REITs. This table illustrates how much has accrued since the purchases in late October, early November. Unlike many other investments, there are no performance indicators to assist investors during interim accounting periods. With REITs, an investor has to wait for the quarterly report to determine performance. Given the sound value of the underlying real estate, there is no concern regarding each position taken by the value investment fund.