SAREX Mutual Fund

SAREX Mutual Fund

NAV$11.93
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Returns Overview

1 Month
-5.79%
3 Months
-6.69%
6 Months
+3.63%
YTD
+6.84%
1 Year
+4.21%
3 Years (annualized)
+9.43%
5 Years (annualized)
+1.47%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAREX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+4.73%
vs Peers
+2.10%

SAREX Mutual Fund Performance

SAREX performance across multiple time periods: 1-month -5.79%, YTD 6.84%, 1-year 4.21%, 3-year 9.43%, 5-year 1.47%, 10-year 4.61%.

SAREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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