Returns Overview

1 Month
+1.32%
3 Months
+2.97%
6 Months
+4.26%
YTD
+0.35%
1 Year
+3.97%
3 Years
+9.77%
5 Years
+5.51%
10 Years
+11.84%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BREFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Extended Real Estate Index(M1USREIX)
This ETF (YTD)
+0.35%
Peer Avg (YTD)
+2.68%
vs Peers
-2.33%

BREFX ETF Performance

BREFX performance across multiple time periods: 1-month 1.32%, YTD 0.35%, 1-year 3.97%, 3-year 9.77%, 5-year 5.51%, 10-year 11.84%.

BREFX returns trail the peer average of 2.68% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this ETF.

BREFX performance comparison shows side-by-side returns with another fund. BREFX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.32%N/A
3 Months+2.97%N/A
6 Months+4.26%N/A
1 Year+3.97%N/A
3 Years+9.77%N/A
5 Years+5.51%N/A

All returns shown are total returns, not annualized