SAREX Mutual Fund

SAREX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+2.23%
3 Months
+4.05%
6 Months
+14.23%
YTD
+17.05%
1 Year
+18.24%
3 Years (annualized)
+9.22%
5 Years (annualized)
+2.45%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+17.05%
Peer Avg (YTD)
+12.53%
vs Peers
+4.52%

SAREX Mutual Fund Performance

SAREX performance across multiple time periods: 1-month 2.23%, YTD 17.05%, 1-year 18.24%, 3-year 9.22%, 5-year 2.45%, 10-year 4.57%.

SAREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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