RRRZX Mutual Fund

RRRZX Mutual Fund

NAV$21.86
See how much of RRRZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
+0.16%
6 Months
+2.23%
YTD
+12.78%
1 Year
+11.07%
3 Years (annualized)
+9.27%
5 Years (annualized)
+1.50%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+9.10%
vs Peers
+3.69%

RRRZX Mutual Fund Performance

RRRZX performance across multiple time periods: 1-month -3.13%, YTD 12.78%, 1-year 11.07%, 3-year 9.27%, 5-year 1.50%, 10-year 5.39%.

RRRZX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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