Returns Overview

1 Month
+2.86%
3 Months
+3.21%
6 Months
+7.13%
YTD
+2.86%
1 Year
+6.76%
3 Years
+3.48%
5 Years
+3.20%
10 Years
+3.95%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TRGRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Global Real Estate Index(NA)
This ETF (YTD)
+2.86%
Peer Avg (YTD)
+2.68%
vs Peers
+0.18%

TRGRX ETF Performance

TRGRX performance across multiple time periods: 1-month 2.86%, YTD 2.86%, 1-year 6.76%, 3-year 3.48%, 5-year 3.20%, 10-year 3.95%.

TRGRX returns outperform the peer average of 2.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

TRGRX performance comparison shows side-by-side returns with another fund. TRGRX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.86%N/A
3 Months+3.21%N/A
6 Months+7.13%N/A
1 Year+6.76%N/A
3 Years+3.48%N/A
5 Years+3.20%N/A

All returns shown are total returns, not annualized