CREEX Mutual Fund

CREEX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+2.24%
3 Months
+5.53%
6 Months
+15.45%
YTD
+20.07%
1 Year
+24.50%
3 Years (annualized)
+11.06%
5 Years (annualized)
+4.73%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CREEX 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)
+20.07%
Peer Avg (YTD)
+12.53%
vs Peers
+7.54%

CREEX Mutual Fund Performance

CREEX performance across multiple time periods: 1-month 2.24%, YTD 20.07%, 1-year 24.50%, 3-year 11.06%, 5-year 4.73%, 10-year 5.77%.

CREEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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