TCREX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
+1.32%
3 Months
+9.53%
6 Months
+13.13%
YTD
+13.00%
1 Year
+14.70%
3 Years (annualized)
+9.31%
5 Years (annualized)
+2.03%
10 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCREX 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

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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)
+13.00%
Peer Avg (YTD)
+11.24%
vs Peers
+1.75%

TCREX Mutual Fund Performance

TCREX performance across multiple time periods: 1-month 1.32%, YTD 13.00%, 1-year 14.70%, 3-year 9.31%, 5-year 2.03%, 10-year 6.11%.

TCREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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