BREIX Mutual Fund

NAV$42.10

Returns Overview

1 Month
-1.70%
3 Months
+0.67%
6 Months
+0.21%
YTD
+2.68%
1 Year
+15.18%
3 Years (annualized)
+10.83%
5 Years (annualized)
+5.88%
10 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREIX 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)
+2.68%
Peer Avg (YTD)
+11.24%
vs Peers
-8.56%

BREIX Mutual Fund Performance

BREIX performance across multiple time periods: 1-month -1.70%, YTD 2.68%, 1-year 15.18%, 3-year 10.83%, 5-year 5.88%, 10-year 13.43%.

BREIX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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