SREZX Mutual Fund

SREZX Mutual Fund

NAV$14.08
See how much of SREZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.12%
3 Months
-6.50%
6 Months
+0.82%
YTD
+4.52%
1 Year
+2.87%
3 Years (annualized)
+11.35%
5 Years (annualized)
+2.56%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.52%
Peer Avg (YTD)
+4.73%
vs Peers
-0.22%

SREZX Mutual Fund Performance

SREZX performance across multiple time periods: 1-month -6.12%, YTD 4.52%, 1-year 2.87%, 3-year 11.35%, 5-year 2.56%, 10-year 7.32%.

SREZX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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