NRECX Mutual Fund

NRECX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
+1.85%
3 Months
+1.61%
6 Months
+13.02%
YTD
+15.20%
1 Year
+14.52%
3 Years (annualized)
+7.46%
5 Years (annualized)
+0.42%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRECX 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 Index(FNER)
This Mutual Fund (YTD)
+15.20%
Peer Avg (YTD)
+12.53%
vs Peers
+2.67%

NRECX Mutual Fund Performance

NRECX performance across multiple time periods: 1-month 1.85%, YTD 15.20%, 1-year 14.52%, 3-year 7.46%, 5-year 0.42%, 10-year 4.17%.

NRECX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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