CNREX Mutual Fund

CNREX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
-5.82%
3 Months
-10.17%
6 Months
-2.82%
YTD
-3.26%
1 Year
-6.65%
3 Years (annualized)
+5.63%
5 Years (annualized)
+1.40%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNREX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
-3.26%
Peer Avg (YTD)
+4.73%
vs Peers
-7.99%

CNREX Mutual Fund Performance

CNREX performance across multiple time periods: 1-month -5.82%, YTD -3.26%, 1-year -6.65%, 3-year 5.63%, 5-year 1.40%, 10-year 4.93%.

CNREX returns trail the peer average of 4.73% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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