REPSX Mutual Fund

REPSX Mutual Fund

NAV$37.70
See how much of REPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.08%
3 Months
-10.76%
6 Months
-0.71%
YTD
+0.41%
1 Year
-5.86%
3 Years (annualized)
+7.26%
5 Years (annualized)
-3.99%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REPSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+5.40%
vs Peers
-4.99%

REPSX Mutual Fund Performance

REPSX performance across multiple time periods: 1-month -10.08%, YTD 0.41%, 1-year -5.86%, 3-year 7.26%, 5-year -3.99%, 10-year 2.10%.

REPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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