RERAX Mutual Fund

RERAX Mutual Fund

NAV$60.19
See how much of RERAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.10%
3 Months
+4.31%
6 Months
+3.84%
YTD
+9.46%
1 Year
+22.85%
3 Years (annualized)
+13.26%
5 Years (annualized)
+4.46%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERAX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+6.23%
vs Peers
+3.23%

RERAX Mutual Fund Performance

RERAX performance across multiple time periods: 1-month -1.10%, YTD 9.46%, 1-year 22.85%, 3-year 13.26%, 5-year 4.46%, 10-year 8.01%.

RERAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

RERAX vs another fund shows side-by-side returns. RERAX alternatives are available in the Mutual Fund Screener.