REPSX Mutual Fund

REPSX Mutual Fund

NAV$40.67
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Returns Overview

1 Month
+2.86%
3 Months
+1.66%
6 Months
+11.89%
YTD
+15.73%
1 Year
+11.38%
3 Years (annualized)
+6.58%
5 Years (annualized)
-2.95%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REPSX 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
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+15.73%
Peer Avg (YTD)
+2.39%
vs Peers
+13.35%

REPSX Mutual Fund Performance

REPSX performance across multiple time periods: 1-month 2.86%, YTD 15.73%, 1-year 11.38%, 3-year 6.58%, 5-year -2.95%, 10-year 1.70%.

REPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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