RERFX Mutual Fund

RERFX Mutual Fund

NAV$64.71
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Returns Overview

1 Month
-1.01%
3 Months
+4.59%
6 Months
+4.36%
YTD
+8.58%
1 Year
+24.15%
3 Years (annualized)
+12.98%
5 Years (annualized)
+4.74%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+8.58%
Peer Avg (YTD)
+6.23%
vs Peers
+2.35%

RERFX Mutual Fund Performance

RERFX performance across multiple time periods: 1-month -1.01%, YTD 8.58%, 1-year 24.15%, 3-year 12.98%, 5-year 4.74%, 10-year 8.73%.

RERFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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