SREAX Mutual Fund

SREAX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
+1.00%
3 Months
+7.70%
6 Months
+11.91%
YTD
+11.58%
1 Year
+13.61%
3 Years (annualized)
+14.37%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREAX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+11.24%
vs Peers
+0.34%

SREAX Mutual Fund Performance

SREAX performance across multiple time periods: 1-month 1.00%, YTD 11.58%, 1-year 13.61%, 3-year 14.37%, 5-year 5.77%, 10-year 7.92%.

SREAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

SREAX performance comparison shows side-by-side returns with another fund. SREAX alternatives are available in the Mutual Fund Screener.