REPSX Mutual Fund

REPSX Mutual Fund

NAV$41.28
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Returns Overview

1 Month
+7.71%
3 Months
-6.55%
6 Months
-4.99%
YTD
+8.15%
1 Year
+6.80%
3 Years (annualized)
+12.13%
5 Years (annualized)
-4.79%
10 Years (annualized)
+2.84%

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
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📉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)
+8.15%
Peer Avg (YTD)
+3.99%
vs Peers
+4.17%

REPSX Mutual Fund Performance

REPSX performance across multiple time periods: 1-month 7.71%, YTD 8.15%, 1-year 6.80%, 3-year 12.13%, 5-year -4.79%, 10-year 2.84%.

REPSX returns outperform the peer average of 3.99% 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.