MNREX Mutual Fund

NAV$13.00

Returns Overview

1 Month
+2.05%
3 Months
+14.46%
6 Months
+11.64%
YTD
+7.82%
1 Year
+23.05%
3 Years (annualized)
+0.80%
5 Years (annualized)
+2.84%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNREX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+12.62%
vs Peers
-4.79%

MNREX Mutual Fund Performance

MNREX performance across multiple time periods: 1-month 2.05%, YTD 7.82%, 1-year 23.05%, 3-year 0.80%, 5-year 2.84%, 10-year 6.72%.

MNREX returns trail the peer average of 12.62% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

MNREX performance comparison shows side-by-side returns with another fund. MNREX alternatives are available in the Mutual Fund Screener.