RRRRX Mutual Fund

RRRRX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
-3.13%
3 Months
+0.13%
6 Months
+2.18%
YTD
+12.68%
1 Year
+10.97%
3 Years (annualized)
+9.17%
5 Years (annualized)
+1.42%
10 Years (annualized)
+5.91%

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
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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)
+12.68%
Peer Avg (YTD)
+9.10%
vs Peers
+3.58%

RRRRX Mutual Fund Performance

RRRRX performance across multiple time periods: 1-month -3.13%, YTD 12.68%, 1-year 10.97%, 3-year 9.17%, 5-year 1.42%, 10-year 5.91%.

RRRRX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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