Australia markets close in 4 hours 38 minutes

Terra Firma US Concentrated Realty Equity Fund (TFREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.700.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.51%
5-year average return2.95%
Number of years up12
Number of years down3
Best 1-yr total return (24 June 2024)59.47%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return59.47%
Worst 3-yr total return0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTFREXCategory
YTD-5.10%20.43%
1-month5.03%2.69%
3-month-3.27%11.34%
1-year7.83%36.79%
3-year-1.54%10.81%
5-year3.13%7.03%
10-year5.06%9.08%
Last bull market22.16%31.03%
Last bear market-18.00%-16.60%

Annual total return (%) history

Year
TFREXCategory
2024
N/AN/A
2023
12.56%N/A
2022
-29.79%N/A
2021
49.44%N/A
2020
-4.60%-4.49%
2019
29.42%27.28%
2018
-8.06%-5.97%
2017
7.69%6.22%
2016
4.99%6.89%
2015
4.34%2.41%
2014
25.33%28.03%
2013
1.58%1.55%
2012
20.58%17.60%
2011
9.91%7.51%
2010
35.55%27.08%
2009
59.47%31.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.81%N/AN/AN/A
20232.37%0.90%-7.68%18.04%
2022-7.38%-18.00%-9.04%1.65%
20217.84%13.25%4.85%16.71%
2020-23.85%13.08%1.03%9.65%
201917.83%2.23%6.79%0.62%
2018-5.65%5.99%0.42%-8.45%
20172.88%2.15%-0.92%3.43%
20164.16%4.50%-0.77%-2.79%
20153.84%-7.69%2.06%6.66%
20148.50%6.69%-0.97%9.31%
20136.25%-1.29%-2.97%-0.18%
201211.73%2.76%2.13%2.83%
20115.95%3.38%-17.99%22.36%
201013.58%-6.13%12.09%13.43%
2009-17.70%27.58%36.29%11.44%

Rank in category (by total return)

YTD85
1-month43
3-month97
1-year69
3-year57
5-year47

Load adjusted returns

1-year7.83%
3-year-1.54%
5-year3.13%
10-year5.06%