VREQX Mutual Fund

VREQX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+1.80%
3 Months
+2.94%
6 Months
+14.83%
YTD
+17.75%
1 Year
+18.85%
3 Years (annualized)
+8.73%
5 Years (annualized)
+2.75%
10 Years (annualized)
+4.68%

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
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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
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+17.75%
Peer Avg (YTD)
+12.53%
vs Peers
+5.22%

VREQX Mutual Fund Performance

VREQX performance across multiple time periods: 1-month 1.80%, YTD 17.75%, 1-year 18.85%, 3-year 8.73%, 5-year 2.75%, 10-year 4.68%.

VREQX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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