BREUX Mutual Fund

BREUX Mutual Fund

NAV$40.28
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Returns Overview

1 Month
+3.34%
3 Months
-6.69%
6 Months
-6.60%
YTD
-5.78%
1 Year
-3.29%
3 Years (annualized)
+12.13%
5 Years (annualized)
+0.71%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREUX 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
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📉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)
-5.78%
Peer Avg (YTD)
+7.23%
vs Peers
-13.01%

BREUX Mutual Fund Performance

BREUX performance across multiple time periods: 1-month 3.34%, YTD -5.78%, 1-year -3.29%, 3-year 12.13%, 5-year 0.71%, 10-year 10.71%.

BREUX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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