RRREX Mutual Fund

RRREX Mutual Fund

NAV$24.32
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Returns Overview

1 Month
+1.40%
3 Months
+9.62%
6 Months
+14.31%
YTD
+14.10%
1 Year
+13.28%
3 Years (annualized)
+9.10%
5 Years (annualized)
+2.99%
10 Years (annualized)
+5.74%

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)
+14.10%
Peer Avg (YTD)
+11.24%
vs Peers
+2.85%

RRREX Mutual Fund Performance

RRREX performance across multiple time periods: 1-month 1.40%, YTD 14.10%, 1-year 13.28%, 3-year 9.10%, 5-year 2.99%, 10-year 5.74%.

RRREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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