REAAX Mutual Fund

REAAX Mutual Fund

NAV$18.84
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.22%
3 Months
+12.45%
6 Months
+10.78%
YTD
+10.19%
1 Year
+21.41%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.27%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+6.73%
vs Peers
+3.46%

REAAX Mutual Fund Performance

REAAX performance across multiple time periods: 1-month -0.22%, YTD 10.19%, 1-year 21.41%, 3-year 16.71%, 5-year 9.27%, 10-year 9.57%.

REAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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