SRET ETF

SRET ETF
$19.28
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Returns Overview

1 Month
-9.04%
3 Months
-2.56%
6 Months
-5.25%
YTD
-7.61%
1 Year
+8.62%
3 Years (annualized)
+7.89%
5 Years (annualized)
+1.03%
10 Years (annualized)
-0.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRET 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This ETF (YTD)
-7.61%
Peer Avg (YTD)
+4.73%
vs Peers
-12.34%

SRET ETF Performance

SRET performance across multiple time periods: 1-month -9.04%, YTD -7.61%, 1-year 8.62%, 3-year 7.89%, 5-year 1.03%, 10-year -0.30%.

SRET returns trail the peer average of 4.73% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this ETF.

SRET vs another fund shows side-by-side returns. SRET alternatives are available in the ETF Screener.

Compare SRET

SRET vs SPYSRET vs QQQSRET vs VOOSRET vs VTISRET vs IVVSRET vs SCHDSRET vs VYMSRET vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-9.04%N/A
3 Months-2.56%N/A
6 Months-5.25%N/A
1 Year+8.62%N/A
3 Years+7.89%N/A
5 Years+1.03%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized