MXREX Mutual Fund

MXREX Mutual Fund

NAV$13.69
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Returns Overview

1 Month
+2.45%
3 Months
+5.85%
6 Months
+16.53%
YTD
+19.67%
1 Year
+25.73%
3 Years (annualized)
+11.61%
5 Years (annualized)
+4.45%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+12.53%
vs Peers
+7.14%

MXREX Mutual Fund Performance

MXREX performance across multiple time periods: 1-month 2.45%, YTD 19.67%, 1-year 25.73%, 3-year 11.61%, 5-year 4.45%, 10-year 4.57%.

MXREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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