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Which interval fund has produced an annualized return of 7.35% since inception in 2012 and through June 30, 2020?

August 18, 2020

Which interval fund has produced an annualized return of 7.35% since inception in 2012 and through June 30, 2020?

Answer: Bluerock Total Income+ Real Estate Fund has produced an annualized return of 7.35% since inception in 2012 for its Class A shares, excluding sales charges. The annualized return is 6.52% if maximum sales charges are included.

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Matthew C. Strife
Blue Vault Services
April 11, 2016

Blue Vault's services are without question great resources for the review of the nontraded products offered.