SREQX Mutual Fund

SREQX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-6.11%
3 Months
-6.48%
6 Months
+0.86%
YTD
+4.56%
1 Year
+3.00%
3 Years (annualized)
+14.39%
5 Years (annualized)
+5.08%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREQX 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)
+4.56%
Peer Avg (YTD)
+4.73%
vs Peers
-0.17%

SREQX Mutual Fund Performance

SREQX performance across multiple time periods: 1-month -6.11%, YTD 4.56%, 1-year 3.00%, 3-year 14.39%, 5-year 5.08%, 10-year 8.04%.

SREQX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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