SREQX Mutual Fund

NAV$15.37

Returns Overview

1 Month
+3.57%
3 Months
+3.92%
6 Months
+12.11%
YTD
+15.04%
1 Year
+14.04%
3 Years (annualized)
+14.75%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SREQX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+11.24%
vs Peers
+3.80%

SREQX Mutual Fund Performance

SREQX performance across multiple time periods: 1-month 3.57%, YTD 15.04%, 1-year 14.04%, 3-year 14.75%, 5-year 6.17%, 10-year 8.25%.

SREQX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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