CREEX Mutual Fund

NAV$11.21

Returns Overview

1 Month
+2.84%
3 Months
+7.89%
6 Months
+18.88%
YTD
+20.41%
1 Year
+17.84%
3 Years (annualized)
+1.37%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CREEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+11.24%
vs Peers
+9.16%

CREEX Mutual Fund Performance

CREEX performance across multiple time periods: 1-month 2.84%, YTD 20.41%, 1-year 17.84%, 3-year 1.37%, 5-year -0.02%, 10-year 2.95%.

CREEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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