SREZX Mutual Fund

SREZX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
+1.20%
3 Months
-7.51%
6 Months
-5.75%
YTD
+5.78%
1 Year
+5.61%
3 Years (annualized)
+13.12%
5 Years (annualized)
+1.18%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREZX 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
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📉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)
+5.78%
Peer Avg (YTD)
+7.23%
vs Peers
-1.45%

SREZX Mutual Fund Performance

SREZX performance across multiple time periods: 1-month 1.20%, YTD 5.78%, 1-year 5.61%, 3-year 13.12%, 5-year 1.18%, 10-year 7.28%.

SREZX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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