RREAX Mutual Fund

RREAX Mutual Fund

NAV$28.56
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Returns Overview

1 Month
-3.58%
3 Months
-0.28%
6 Months
-2.72%
YTD
+7.74%
1 Year
+7.89%
3 Years (annualized)
+8.11%
5 Years (annualized)
-0.39%
10 Years (annualized)
+2.91%

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
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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
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+9.10%
vs Peers
-1.35%

RREAX Mutual Fund Performance

RREAX performance across multiple time periods: 1-month -3.58%, YTD 7.74%, 1-year 7.89%, 3-year 8.11%, 5-year -0.39%, 10-year 2.91%.

RREAX returns trail the peer average of 9.10% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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