SREQX Mutual Fund

SREQX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
+1.59%
3 Months
-7.14%
6 Months
-5.38%
YTD
+6.22%
1 Year
+6.08%
3 Years (annualized)
+13.30%
5 Years (annualized)
+1.32%
10 Years (annualized)
+7.37%

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)
+6.22%
Peer Avg (YTD)
+7.23%
vs Peers
-1.01%

SREQX Mutual Fund Performance

SREQX performance across multiple time periods: 1-month 1.59%, YTD 6.22%, 1-year 6.08%, 3-year 13.30%, 5-year 1.32%, 10-year 7.37%.

SREQX returns trail the peer average of 7.23% 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.