SREYX Mutual Fund

SREYX Mutual Fund

NAV$16.12
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Returns Overview

1 Month
+2.54%
3 Months
+4.36%
6 Months
+14.25%
YTD
+17.14%
1 Year
+19.02%
3 Years (annualized)
+12.05%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREYX 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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+17.14%
Peer Avg (YTD)
+12.53%
vs Peers
+4.61%

SREYX Mutual Fund Performance

SREYX performance across multiple time periods: 1-month 2.54%, YTD 17.14%, 1-year 19.02%, 3-year 12.05%, 5-year 5.04%, 10-year 6.34%.

SREYX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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