SFREX Mutual Fund

NAV$10.52

Returns Overview

1 Month
+2.14%
3 Months
+2.14%
6 Months
+2.04%
YTD
+6.69%
1 Year
+8.66%
3 Years (annualized)
+8.85%
5 Years (annualized)
+0.06%
10 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFREX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+11.24%
vs Peers
-4.55%

SFREX Mutual Fund Performance

SFREX performance across multiple time periods: 1-month 2.14%, YTD 6.69%, 1-year 8.66%, 3-year 8.85%, 5-year 0.06%, 10-year 3.29%.

SFREX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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