SRET ETF

$22.08

Returns Overview

1 Month
+3.49%
3 Months
+6.71%
6 Months
+11.68%
YTD
+2.55%
1 Year
+19.62%
3 Years
+5.58%
5 Years
+4.02%
10 Years
+2.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SRET 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

+3.49%

3 Months Performance

+6.71%

6 Months Performance

+11.68%

1 Year Performance

+19.62%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+2.55%
Peer Avg (YTD)
+2.68%
vs Peers
-0.13%

SRET ETF Performance

SRET performance across multiple time periods: 1-month 3.49%, YTD 2.55%, 1-year 19.62%, 3-year 5.58%, 5-year 4.02%, 10-year 2.51%.

SRET returns trail the peer average of 2.68% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.49%N/A
3 Months+6.71%N/A
6 Months+11.68%N/A
1 Year+19.62%N/A
3 Years+5.58%N/A
5 Years+4.02%N/A

All returns shown are total returns, not annualized