RRRSX Mutual Fund

NAV$24.14

Returns Overview

1 Month
+1.37%
3 Months
+9.50%
6 Months
+14.01%
YTD
+13.80%
1 Year
+12.68%
3 Years (annualized)
+8.52%
5 Years (annualized)
+2.44%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRSX 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
PROUpgrade to run

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)
+13.80%
Peer Avg (YTD)
+11.24%
vs Peers
+2.55%

RRRSX Mutual Fund Performance

RRRSX performance across multiple time periods: 1-month 1.37%, YTD 13.80%, 1-year 12.68%, 3-year 8.52%, 5-year 2.44%, 10-year 4.74%.

RRRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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