SREAX Mutual Fund

SREAX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
-6.13%
3 Months
-6.51%
6 Months
+0.69%
YTD
+4.32%
1 Year
+2.62%
3 Years (annualized)
+11.07%
5 Years (annualized)
+2.29%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREAX 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 EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+4.73%
vs Peers
-0.42%

SREAX Mutual Fund Performance

SREAX performance across multiple time periods: 1-month -6.13%, YTD 4.32%, 1-year 2.62%, 3-year 11.07%, 5-year 2.29%, 10-year 7.07%.

SREAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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