BREFX Mutual Fund

NAV$41.10

Returns Overview

1 Month
-2.00%
3 Months
+1.96%
6 Months
+1.38%
YTD
+3.34%
1 Year
+14.89%
3 Years (annualized)
+10.55%
5 Years (annualized)
+3.43%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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 Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+11.24%
vs Peers
-7.90%

BREFX Mutual Fund Performance

BREFX performance across multiple time periods: 1-month -2.00%, YTD 3.34%, 1-year 14.89%, 3-year 10.55%, 5-year 3.43%, 10-year 11.48%.

BREFX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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