RREYX Mutual Fund

RREYX Mutual Fund

NAV$30.11
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Returns Overview

1 Month
-5.93%
3 Months
-7.00%
6 Months
+0.24%
YTD
+1.67%
1 Year
+1.11%
3 Years (annualized)
+8.60%
5 Years (annualized)
+0.06%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RREYX 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)
+1.67%
Peer Avg (YTD)
+4.73%
vs Peers
-3.07%

RREYX Mutual Fund Performance

RREYX performance across multiple time periods: 1-month -5.93%, YTD 1.67%, 1-year 1.11%, 3-year 8.60%, 5-year 0.06%, 10-year 3.37%.

RREYX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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