VRREX Mutual Fund

VRREX Mutual Fund

NAV$20.90
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Returns Overview

1 Month
+3.19%
3 Months
-4.80%
6 Months
+0.37%
YTD
+14.49%
1 Year
+14.01%
3 Years (annualized)
+15.55%
5 Years (annualized)
+2.74%
10 Years (annualized)
+7.25%

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
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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 Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+14.49%
Peer Avg (YTD)
+7.23%
vs Peers
+7.26%

VRREX Mutual Fund Performance

VRREX performance across multiple time periods: 1-month 3.19%, YTD 14.49%, 1-year 14.01%, 3-year 15.55%, 5-year 2.74%, 10-year 7.25%.

VRREX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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