MRESX Mutual Fund

NAV$13.08

Returns Overview

1 Month
+1.79%
3 Months
+11.18%
6 Months
+15.66%
YTD
+15.46%
1 Year
+15.86%
3 Years (annualized)
+10.77%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.19%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Nareit All Equity REITs Total Return Index
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+11.24%
vs Peers
+4.22%

MRESX Mutual Fund Performance

MRESX performance across multiple time periods: 1-month 1.79%, YTD 15.46%, 1-year 15.86%, 3-year 10.77%, 5-year 4.10%, 10-year 5.19%.

MRESX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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