TCREX Mutual Fund

TCREX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
+2.40%
3 Months
+2.96%
6 Months
+13.96%
YTD
+15.71%
1 Year
+18.46%
3 Years (annualized)
+9.43%
5 Years (annualized)
+1.84%
10 Years (annualized)
+5.94%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.71%
Peer Avg (YTD)
+12.53%
vs Peers
+3.18%

TCREX Mutual Fund Performance

TCREX performance across multiple time periods: 1-month 2.40%, YTD 15.71%, 1-year 18.46%, 3-year 9.43%, 5-year 1.84%, 10-year 5.94%.

TCREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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