TRREX Mutual Fund

TRREX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-5.08%
3 Months
-4.84%
6 Months
+4.64%
YTD
+7.27%
1 Year
+5.03%
3 Years (annualized)
+8.77%
5 Years (annualized)
+1.81%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRREX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+4.73%
vs Peers
+2.53%

TRREX Mutual Fund Performance

TRREX performance across multiple time periods: 1-month -5.08%, YTD 7.27%, 1-year 5.03%, 3-year 8.77%, 5-year 1.81%, 10-year 3.66%.

TRREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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