RRRAX Mutual Fund

RRRAX Mutual Fund

NAV$23.76
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Returns Overview

1 Month
+1.88%
3 Months
+2.88%
6 Months
+13.97%
YTD
+16.12%
1 Year
+17.19%
3 Years (annualized)
+9.07%
5 Years (annualized)
+1.90%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRAX 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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+16.12%
Peer Avg (YTD)
+12.53%
vs Peers
+3.59%

RRRAX Mutual Fund Performance

RRRAX performance across multiple time periods: 1-month 1.88%, YTD 16.12%, 1-year 17.19%, 3-year 9.07%, 5-year 1.90%, 10-year 4.18%.

RRRAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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