TRREX Mutual Fund

NAV$12.46

Returns Overview

1 Month
+2.72%
3 Months
+5.77%
6 Months
+16.01%
YTD
+16.23%
1 Year
+17.05%
3 Years (annualized)
+6.43%
5 Years (annualized)
+2.08%
10 Years (annualized)
+3.28%

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+16.23%
Peer Avg (YTD)
+11.24%
vs Peers
+4.99%

TRREX Mutual Fund Performance

TRREX performance across multiple time periods: 1-month 2.72%, YTD 16.23%, 1-year 17.05%, 3-year 6.43%, 5-year 2.08%, 10-year 3.28%.

TRREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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