SRET ETF

SRET ETF
$22.39
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Returns Overview

1 Month
+0.04%
3 Months
+1.93%
6 Months
+1.93%
YTD
+8.43%
1 Year
+17.01%
3 Years (annualized)
+8.86%
5 Years (annualized)
+1.82%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRET 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This ETF (YTD)
+8.43%
Peer Avg (YTD)
+12.53%
vs Peers
-4.10%

SRET ETF Performance

SRET performance across multiple time periods: 1-month 0.04%, YTD 8.43%, 1-year 17.01%, 3-year 8.86%, 5-year 1.82%, 10-year 0.76%.

SRET returns trail the peer average of 12.53% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this ETF.

SRET vs another fund shows side-by-side returns. SRET alternatives are available in the ETF Screener.

Compare SRET

SRET vs SPYSRET vs QQQSRET vs VOOSRET vs VTISRET vs IVVSRET vs SCHDSRET vs VYMSRET vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.04%N/A
3 Months+1.93%N/A
6 Months+1.93%N/A
1 Year+17.01%N/A
3 Years+8.86%N/A
5 Years+1.82%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized