SREYX Mutual Fund

NAV$16.78

Returns Overview

1 Month
+2.03%
3 Months
+10.83%
6 Months
+14.40%
YTD
+14.24%
1 Year
+15.28%
3 Years (annualized)
+12.21%
5 Years (annualized)
+5.58%
10 Years (annualized)
+7.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Wilshire US Real Estate Securities Index(^WILRESIT)
This Mutual Fund (YTD)
+14.24%
Peer Avg (YTD)
+11.24%
vs Peers
+2.99%

SREYX Mutual Fund Performance

SREYX performance across multiple time periods: 1-month 2.03%, YTD 14.24%, 1-year 15.28%, 3-year 12.21%, 5-year 5.58%, 10-year 7.33%.

SREYX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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