VRREX Mutual Fund

NAV$21.06

Returns Overview

1 Month
+3.21%
3 Months
+12.08%
6 Months
+17.28%
YTD
+17.14%
1 Year
+22.33%
3 Years (annualized)
+9.48%
5 Years (annualized)
+4.19%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VRREX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+17.14%
Peer Avg (YTD)
+11.24%
vs Peers
+5.90%

VRREX Mutual Fund Performance

VRREX performance across multiple time periods: 1-month 3.21%, YTD 17.14%, 1-year 22.33%, 3-year 9.48%, 5-year 4.19%, 10-year 6.02%.

VRREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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