CREAX Mutual Fund

CREAX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
-5.21%
3 Months
-5.92%
6 Months
+5.88%
YTD
+10.11%
1 Year
+9.00%
3 Years (annualized)
+11.01%
5 Years (annualized)
+3.42%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CREAX 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 Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+4.73%
vs Peers
+5.37%

CREAX Mutual Fund Performance

CREAX performance across multiple time periods: 1-month -5.21%, YTD 10.11%, 1-year 9.00%, 3-year 11.01%, 5-year 3.42%, 10-year 5.61%.

CREAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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