BREFX Mutual Fund

BREFX Mutual Fund

NAV$36.16
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Returns Overview

1 Month
-7.87%
3 Months
-13.11%
6 Months
-2.82%
YTD
-9.00%
1 Year
-9.41%
3 Years (annualized)
+8.43%
5 Years (annualized)
+1.93%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREFX 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
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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
MSCI USA IMI Extended Real Estate Index(M1USREIX)
This Mutual Fund (YTD)
-9.00%
Peer Avg (YTD)
+4.73%
vs Peers
-13.74%

BREFX Mutual Fund Performance

BREFX performance across multiple time periods: 1-month -7.87%, YTD -9.00%, 1-year -9.41%, 3-year 8.43%, 5-year 1.93%, 10-year 10.50%.

BREFX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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