SREZX Mutual Fund

SREZX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+2.31%
3 Months
+1.91%
6 Months
+10.24%
YTD
+14.37%
1 Year
+19.10%
3 Years (annualized)
+11.42%
5 Years (annualized)
+3.54%
10 Years (annualized)
+7.03%

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)
+14.37%
Peer Avg (YTD)
+12.53%
vs Peers
+1.84%

SREZX Mutual Fund Performance

SREZX performance across multiple time periods: 1-month 2.31%, YTD 14.37%, 1-year 19.10%, 3-year 11.42%, 5-year 3.54%, 10-year 7.03%.

SREZX returns outperform the peer average of 12.53% 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.