RRESX Mutual Fund

RRESX Mutual Fund

NAV$31.86
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Returns Overview

1 Month
+2.85%
3 Months
-6.67%
6 Months
-4.87%
YTD
+4.44%
1 Year
+5.32%
3 Years (annualized)
+11.09%
5 Years (annualized)
-0.71%
10 Years (annualized)
+3.52%

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)
+4.44%
Peer Avg (YTD)
+7.23%
vs Peers
-2.79%

RRESX Mutual Fund Performance

RRESX performance across multiple time periods: 1-month 2.85%, YTD 4.44%, 1-year 5.32%, 3-year 11.09%, 5-year -0.71%, 10-year 3.52%.

RRESX returns trail the peer average of 7.23% 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.