SFREX Mutual Fund

SFREX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
+2.92%
3 Months
-5.41%
6 Months
-4.05%
YTD
+2.04%
1 Year
+3.81%
3 Years (annualized)
+11.90%
5 Years (annualized)
-0.41%
10 Years (annualized)
+3.30%

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)
+2.04%
Peer Avg (YTD)
+7.23%
vs Peers
-5.19%

SFREX Mutual Fund Performance

SFREX performance across multiple time periods: 1-month 2.92%, YTD 2.04%, 1-year 3.81%, 3-year 11.90%, 5-year -0.41%, 10-year 3.30%.

SFREX returns trail the peer average of 7.23% 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.