CNREX Mutual Fund

NAV$23.76

Returns Overview

1 Month
-1.08%
3 Months
+2.02%
6 Months
+3.57%
YTD
+7.56%
1 Year
+4.85%
3 Years (annualized)
+6.99%
5 Years (annualized)
+3.36%
10 Years (annualized)
+5.82%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+11.24%
vs Peers
-3.68%

CNREX Mutual Fund Performance

CNREX performance across multiple time periods: 1-month -1.08%, YTD 7.56%, 1-year 4.85%, 3-year 6.99%, 5-year 3.36%, 10-year 5.82%.

CNREX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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