MRESX Mutual Fund

MRESX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
-5.70%
3 Months
-6.14%
6 Months
+4.36%
YTD
+8.38%
1 Year
+6.63%
3 Years (annualized)
+11.16%
5 Years (annualized)
+2.67%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRESX 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 All Equity REITs Total Return Index
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+4.73%
vs Peers
+3.64%

MRESX Mutual Fund Performance

MRESX performance across multiple time periods: 1-month -5.70%, YTD 8.38%, 1-year 6.63%, 3-year 11.16%, 5-year 2.67%, 10-year 5.26%.

MRESX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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