SREZX Mutual Fund

NAV$15.32

Returns Overview

1 Month
+1.07%
3 Months
+7.83%
6 Months
+12.12%
YTD
+11.79%
1 Year
+13.94%
3 Years (annualized)
+14.68%
5 Years (annualized)
+6.05%
10 Years (annualized)
+8.19%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+11.24%
vs Peers
+0.55%

SREZX Mutual Fund Performance

SREZX performance across multiple time periods: 1-month 1.07%, YTD 11.79%, 1-year 13.94%, 3-year 14.68%, 5-year 6.05%, 10-year 8.19%.

SREZX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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