FSREX Mutual Fund

FSREX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.10%
3 Months
+0.61%
6 Months
+1.21%
YTD
+1.71%
1 Year
+5.38%
3 Years (annualized)
+7.42%
5 Years (annualized)
+3.56%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSREX 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
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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
ICEBofAUS Real Estate Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+12.53%
vs Peers
-10.82%

FSREX Mutual Fund Performance

FSREX performance across multiple time periods: 1-month 0.10%, YTD 1.71%, 1-year 5.38%, 3-year 7.42%, 5-year 3.56%, 10-year 5.34%.

FSREX returns trail the peer average of 12.53% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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