CREAX Mutual Fund

CREAX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
+2.90%
3 Months
-5.24%
6 Months
-0.16%
YTD
+13.30%
1 Year
+13.67%
3 Years (annualized)
+14.23%
5 Years (annualized)
+2.75%
10 Years (annualized)
+6.13%

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
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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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+7.23%
vs Peers
+6.07%

CREAX Mutual Fund Performance

CREAX performance across multiple time periods: 1-month 2.90%, YTD 13.30%, 1-year 13.67%, 3-year 14.23%, 5-year 2.75%, 10-year 6.13%.

CREAX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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