MREZX Mutual Fund

NAV$10.37

Returns Overview

1 Month
-5.81%
3 Months
-1.50%
6 Months
-6.44%
YTD
+3.54%
1 Year
-12.48%
3 Years (annualized)
+4.13%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MREZX 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
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+3.34%
vs Peers
+0.20%

MREZX Mutual Fund Performance

MREZX performance across multiple time periods: 1-month -5.81%, YTD 3.54%, 1-year -12.48%, 3-year 4.13%, 5-year 6.86%.

MREZX returns outperform the peer average of 3.34% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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