REREX Mutual Fund

NAV$60.49

Returns Overview

1 Month
-1.67%
3 Months
-2.02%
6 Months
-2.31%
YTD
+1.61%
1 Year
+23.28%
3 Years (annualized)
+14.08%
5 Years (annualized)
+4.31%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REREX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+8.97%
vs Peers
-7.36%

REREX Mutual Fund Performance

REREX performance across multiple time periods: 1-month -1.67%, YTD 1.61%, 1-year 23.28%, 3-year 14.08%, 5-year 4.31%, 10-year 9.09%.

REREX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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