SRECX Mutual Fund

SRECX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-6.23%
3 Months
-6.72%
6 Months
+0.33%
YTD
+3.70%
1 Year
+1.84%
3 Years (annualized)
+13.22%
5 Years (annualized)
+3.97%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRECX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+3.70%
Peer Avg (YTD)
+4.73%
vs Peers
-1.04%

SRECX Mutual Fund Performance

SRECX performance across multiple time periods: 1-month -6.23%, YTD 3.70%, 1-year 1.84%, 3-year 13.22%, 5-year 3.97%, 10-year 6.93%.

SRECX returns trail the peer average of 4.73% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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