NRREX Mutual Fund

NRREX Mutual Fund

NAV$15.38
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Returns Overview

1 Month
+0.72%
3 Months
+9.67%
6 Months
+13.86%
YTD
+13.86%
1 Year
+11.52%
3 Years (annualized)
+8.54%
5 Years (annualized)
+2.13%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRREX 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)
+13.86%
Peer Avg (YTD)
+11.24%
vs Peers
+2.62%

NRREX Mutual Fund Performance

NRREX performance across multiple time periods: 1-month 0.72%, YTD 13.86%, 1-year 11.52%, 3-year 8.54%, 5-year 2.13%, 10-year 5.90%.

NRREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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