BREUX Mutual Fund

BREUX Mutual Fund

NAV$37.35
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Returns Overview

1 Month
-7.84%
3 Months
-13.05%
6 Months
-2.71%
YTD
-8.83%
1 Year
-9.17%
3 Years (annualized)
+8.71%
5 Years (annualized)
+2.19%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREUX 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
MSCI USA IMI Extended Real Estate Index(M1USREIX)
This Mutual Fund (YTD)
-8.83%
Peer Avg (YTD)
+4.73%
vs Peers
-13.56%

BREUX Mutual Fund Performance

BREUX performance across multiple time periods: 1-month -7.84%, YTD -8.83%, 1-year -9.17%, 3-year 8.71%, 5-year 2.19%, 10-year 10.78%.

BREUX 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.

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