RRESX Mutual Fund

RRESX Mutual Fund

NAV$32.19
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Returns Overview

1 Month
+2.43%
3 Months
+1.94%
6 Months
+8.66%
YTD
+11.90%
1 Year
+16.46%
3 Years (annualized)
+8.60%
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 RRESX 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)
+11.90%
Peer Avg (YTD)
+12.53%
vs Peers
-0.63%

RRESX Mutual Fund Performance

RRESX performance across multiple time periods: 1-month 2.43%, YTD 11.90%, 1-year 16.46%, 3-year 8.60%, 5-year 0.88%, 10-year 3.33%.

RRESX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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