FSREX Mutual Fund

NAV$10.14

Returns Overview

1 Month
-0.10%
3 Months
-0.20%
6 Months
-0.20%
YTD
+0.20%
1 Year
+6.22%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSREX 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
ICEBofAUS Real Estate Index
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+11.24%
vs Peers
-11.05%

FSREX Mutual Fund Performance

FSREX performance across multiple time periods: 1-month -0.10%, YTD 0.20%, 1-year 6.22%, 3-year 7.83%, 5-year 3.81%, 10-year 5.57%.

FSREX returns trail the peer average of 11.24% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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