SREQX Mutual Fund

SREQX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
+1.75%
3 Months
+1.34%
6 Months
+9.66%
YTD
+13.76%
1 Year
+18.52%
3 Years (annualized)
+11.47%
5 Years (annualized)
+3.61%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREQX 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)
+13.76%
Peer Avg (YTD)
+12.53%
vs Peers
+1.23%

SREQX Mutual Fund Performance

SREQX performance across multiple time periods: 1-month 1.75%, YTD 13.76%, 1-year 18.52%, 3-year 11.47%, 5-year 3.61%, 10-year 7.92%.

SREQX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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