BREIX Mutual Fund

BREIX Mutual Fund

NAV$37.35
See how much of BREIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.86%
3 Months
-13.05%
6 Months
-2.71%
YTD
-8.83%
1 Year
-9.17%
3 Years (annualized)
+8.71%
5 Years (annualized)
+2.20%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREIX 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
PROUpgrade to run

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)
-8.83%
Peer Avg (YTD)
+4.73%
vs Peers
-13.56%

BREIX Mutual Fund Performance

BREIX performance across multiple time periods: 1-month -7.86%, YTD -8.83%, 1-year -9.17%, 3-year 8.71%, 5-year 2.20%, 10-year 10.78%.

BREIX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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