REPSX Mutual Fund

NAV$42.06

Returns Overview

1 Month
+0.79%
3 Months
+11.27%
6 Months
+12.58%
YTD
+12.52%
1 Year
+7.53%
3 Years (annualized)
+6.12%
5 Years (annualized)
-1.35%
10 Years (annualized)
+2.52%

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
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
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+3.47%
vs Peers
+9.05%

REPSX Mutual Fund Performance

REPSX performance across multiple time periods: 1-month 0.79%, YTD 12.52%, 1-year 7.53%, 3-year 6.12%, 5-year -1.35%, 10-year 2.52%.

REPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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