MRESX Mutual Fund

MRESX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-2.80%
3 Months
+1.32%
6 Months
+4.18%
YTD
+14.92%
1 Year
+13.04%
3 Years (annualized)
+11.16%
5 Years (annualized)
+2.67%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRESX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+14.92%
Peer Avg (YTD)
+9.10%
vs Peers
+5.83%

MRESX Mutual Fund Performance

MRESX performance across multiple time periods: 1-month -2.80%, YTD 14.92%, 1-year 13.04%, 3-year 11.16%, 5-year 2.67%, 10-year 5.26%.

MRESX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

MRESX vs another fund shows side-by-side returns. MRESX alternatives are available in the Mutual Fund Screener.