RRRRX Mutual Fund

NAV$23.98

Returns Overview

1 Month
+1.45%
3 Months
+9.71%
6 Months
+14.38%
YTD
+14.16%
1 Year
+13.43%
3 Years (annualized)
+9.25%
5 Years (annualized)
+3.13%
10 Years (annualized)
+5.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+11.24%
vs Peers
+2.92%

RRRRX Mutual Fund Performance

RRRRX performance across multiple time periods: 1-month 1.45%, YTD 14.16%, 1-year 13.43%, 3-year 9.25%, 5-year 3.13%, 10-year 5.48%.

RRRRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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