NREAX Mutual Fund

NREAX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
+0.68%
3 Months
+9.58%
6 Months
+13.65%
YTD
+13.56%
1 Year
+11.05%
3 Years (annualized)
+8.04%
5 Years (annualized)
+1.66%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NREAX 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
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📉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 Index(FNER)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+11.24%
vs Peers
+2.32%

NREAX Mutual Fund Performance

NREAX performance across multiple time periods: 1-month 0.68%, YTD 13.56%, 1-year 11.05%, 3-year 8.04%, 5-year 1.66%, 10-year 5.07%.

NREAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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