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As of June 30, 2021, which interval fund has reported a positive monthly return in 89 out of the last 102 months?

July 22, 2021

As of June 30, 2021, which interval fund has reported a positive monthly return in 89 out of the last 102 months?

Answer: Since the beginning of 2013, Bluerock Total Income+ Real Estate Fund (Class A) has reported a positive monthly return in 89 of the last 102 months. Since inception and through June 30, 2021, the fund has posted annualized returns of 7.47% excluding any sales charges and 6.74% assuming a maximum sales charge.

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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.