RRREX Mutual Fund

RRREX Mutual Fund

NAV$23.74
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Returns Overview

1 Month
+1.87%
3 Months
+2.91%
6 Months
+14.09%
YTD
+16.23%
1 Year
+17.40%
3 Years (annualized)
+9.31%
5 Years (annualized)
+2.39%
10 Years (annualized)
+5.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRREX 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
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📉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)
+16.23%
Peer Avg (YTD)
+12.53%
vs Peers
+3.70%

RRREX Mutual Fund Performance

RRREX performance across multiple time periods: 1-month 1.87%, YTD 16.23%, 1-year 17.40%, 3-year 9.31%, 5-year 2.39%, 10-year 5.15%.

RRREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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