SFREX Mutual Fund

SFREX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-5.11%
3 Months
-4.92%
6 Months
+0.34%
YTD
-0.85%
1 Year
-3.07%
3 Years (annualized)
+8.76%
5 Years (annualized)
-0.12%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFREX 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 ACWI Index (Net)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+4.73%
vs Peers
-5.59%

SFREX Mutual Fund Performance

SFREX performance across multiple time periods: 1-month -5.11%, YTD -0.85%, 1-year -3.07%, 3-year 8.76%, 5-year -0.12%, 10-year 3.04%.

SFREX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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