BREFX Mutual Fund

BREFX Mutual Fund

NAV$38.99
See how much of BREFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.32%
3 Months
-6.76%
6 Months
-6.71%
YTD
-5.98%
1 Year
-3.53%
3 Years (annualized)
+11.84%
5 Years (annualized)
+0.46%
10 Years (annualized)
+10.42%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-5.98%
Peer Avg (YTD)
+7.23%
vs Peers
-13.21%

BREFX Mutual Fund Performance

BREFX performance across multiple time periods: 1-month 3.32%, YTD -5.98%, 1-year -3.53%, 3-year 11.84%, 5-year 0.46%, 10-year 10.42%.

BREFX returns trail the peer average of 7.23% 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.