TFREX Mutual Fund

NAV$16.34

Returns Overview

1 Month
+0.61%
3 Months
-3.75%
6 Months
-4.52%
YTD
-5.52%
1 Year
+3.03%
3 Years (annualized)
-2.75%
5 Years (annualized)
+2.86%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFREX 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
MSCI USA IMI Core Real Estate Index(^MXUSIRE)
This Mutual Fund (YTD)
-5.52%
Peer Avg (YTD)
-1.13%
vs Peers
-4.39%

TFREX Mutual Fund Performance

TFREX performance across multiple time periods: 1-month 0.61%, YTD -5.52%, 1-year 3.03%, 3-year -2.75%, 5-year 2.86%, 10-year 4.56%.

TFREX returns trail the peer average of -1.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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