NREEX Mutual Fund

NAV$15.38

Returns Overview

1 Month
+0.77%
3 Months
+9.80%
6 Months
+14.19%
YTD
+14.19%
1 Year
+12.23%
3 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NREEX 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 Index(FNER)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+11.24%
vs Peers
+2.95%

NREEX Mutual Fund Performance

NREEX performance across multiple time periods: 1-month 0.77%, YTD 14.19%, 1-year 12.23%, 3-year 9.26%.

NREEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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