RREAX Mutual Fund

NAV$31.77

Returns Overview

1 Month
+0.96%
3 Months
+7.68%
6 Months
+9.24%
YTD
+9.09%
1 Year
+11.40%
3 Years (annualized)
+8.61%
5 Years (annualized)
+0.88%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RREAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+11.24%
vs Peers
-2.16%

RREAX Mutual Fund Performance

RREAX performance across multiple time periods: 1-month 0.96%, YTD 9.09%, 1-year 11.40%, 3-year 8.61%, 5-year 0.88%, 10-year 3.33%.

RREAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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