SREAX Mutual Fund

SREAX Mutual Fund

NAV$15.11
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Returns Overview

1 Month
+2.32%
3 Months
+1.78%
6 Months
+10.04%
YTD
+14.17%
1 Year
+18.76%
3 Years (annualized)
+11.14%
5 Years (annualized)
+3.27%
10 Years (annualized)
+6.76%

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
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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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+12.53%
vs Peers
+1.64%

SREAX Mutual Fund Performance

SREAX performance across multiple time periods: 1-month 2.32%, YTD 14.17%, 1-year 18.76%, 3-year 11.14%, 5-year 3.27%, 10-year 6.76%.

SREAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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