SRECX Mutual Fund

NAV$15.18

Returns Overview

1 Month
+0.95%
3 Months
+7.56%
6 Months
+11.50%
YTD
+11.17%
1 Year
+12.77%
3 Years (annualized)
+13.58%
5 Years (annualized)
+5.03%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRECX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+11.24%
vs Peers
-0.08%

SRECX Mutual Fund Performance

SRECX performance across multiple time periods: 1-month 0.95%, YTD 11.17%, 1-year 12.77%, 3-year 13.58%, 5-year 5.03%, 10-year 7.12%.

SRECX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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