BREFX Mutual Fund

BREFX Mutual Fund

NAV$40.23
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Returns Overview

1 Month
-3.72%
3 Months
+0.05%
6 Months
+0.48%
YTD
+0.83%
1 Year
+4.76%
3 Years (annualized)
+8.05%
5 Years (annualized)
+2.99%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREFX 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
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🏦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 USA IMI Extended Real Estate Index(M1USREIX)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+12.53%
vs Peers
-11.70%

BREFX Mutual Fund Performance

BREFX performance across multiple time periods: 1-month -3.72%, YTD 0.83%, 1-year 4.76%, 3-year 8.05%, 5-year 2.99%, 10-year 10.50%.

BREFX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

BREFX vs another fund shows side-by-side returns. BREFX alternatives are available in the Mutual Fund Screener.