CREAX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+1.82%
3 Months
+11.01%
6 Months
+15.69%
YTD
+15.44%
1 Year
+17.53%
3 Years (annualized)
+1.08%
5 Years (annualized)
-0.29%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CREAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+11.24%
vs Peers
+4.19%

CREAX Mutual Fund Performance

CREAX performance across multiple time periods: 1-month 1.82%, YTD 15.44%, 1-year 17.53%, 3-year 1.08%, 5-year -0.29%, 10-year 2.71%.

CREAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

CREAX performance comparison shows side-by-side returns with another fund. CREAX alternatives are available in the Mutual Fund Screener.