RRREX Mutual Fund

RRREX Mutual Fund

NAV$23.63
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Returns Overview

1 Month
+4.00%
3 Months
-5.14%
6 Months
-2.38%
YTD
+10.25%
1 Year
+9.95%
3 Years (annualized)
+11.55%
5 Years (annualized)
+0.70%
10 Years (annualized)
+6.32%

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)
+10.25%
Peer Avg (YTD)
+7.23%
vs Peers
+3.03%

RRREX Mutual Fund Performance

RRREX performance across multiple time periods: 1-month 4.00%, YTD 10.25%, 1-year 9.95%, 3-year 11.55%, 5-year 0.70%, 10-year 6.32%.

RRREX returns outperform the peer average of 7.23% 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.