VREQX Mutual Fund

NAV$11.77

Returns Overview

1 Month
+1.47%
3 Months
+10.58%
6 Months
+15.90%
YTD
+15.67%
1 Year
+15.28%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.39%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VREQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+15.67%
Peer Avg (YTD)
+11.24%
vs Peers
+4.43%

VREQX Mutual Fund Performance

VREQX performance across multiple time periods: 1-month 1.47%, YTD 15.67%, 1-year 15.28%, 3-year 8.55%, 5-year 3.39%, 10-year 5.02%.

VREQX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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