NRECX Mutual Fund

NRECX Mutual Fund

NAV$14.09
See how much of NRECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.33%
3 Months
+0.03%
6 Months
+2.33%
YTD
+12.52%
1 Year
+8.88%
3 Years (annualized)
+7.87%
5 Years (annualized)
-0.47%
10 Years (annualized)
+4.30%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+12.52%
Peer Avg (YTD)
+9.10%
vs Peers
+3.42%

NRECX Mutual Fund Performance

NRECX performance across multiple time periods: 1-month -2.33%, YTD 12.52%, 1-year 8.88%, 3-year 7.87%, 5-year -0.47%, 10-year 4.30%.

NRECX returns outperform the peer average of 9.10% 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.