MXREX Mutual Fund

NAV$15.02

Returns Overview

1 Month
+3.23%
3 Months
+10.04%
6 Months
+20.74%
YTD
+22.61%
1 Year
+21.81%
3 Years (annualized)
+11.65%
5 Years (annualized)
+4.41%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+22.61%
Peer Avg (YTD)
+11.24%
vs Peers
+11.37%

MXREX Mutual Fund Performance

MXREX performance across multiple time periods: 1-month 3.23%, YTD 22.61%, 1-year 21.81%, 3-year 11.65%, 5-year 4.41%, 10-year 4.45%.

MXREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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