SFREX Mutual Fund

SFREX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+3.44%
3 Months
+1.44%
6 Months
+2.37%
YTD
+7.87%
1 Year
+11.83%
3 Years (annualized)
+8.23%
5 Years (annualized)
+0.87%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFREX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+12.53%
vs Peers
-4.66%

SFREX Mutual Fund Performance

SFREX performance across multiple time periods: 1-month 3.44%, YTD 7.87%, 1-year 11.83%, 3-year 8.23%, 5-year 0.87%, 10-year 3.14%.

SFREX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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