RRRZX Mutual Fund

RRRZX Mutual Fund

NAV$23.57
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Returns Overview

1 Month
+1.43%
3 Months
+9.69%
6 Months
+14.44%
YTD
+14.22%
1 Year
+13.53%
3 Years (annualized)
+9.33%
5 Years (annualized)
+3.21%
10 Years (annualized)
+5.52%

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
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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)
+14.22%
Peer Avg (YTD)
+11.24%
vs Peers
+2.98%

RRRZX Mutual Fund Performance

RRRZX performance across multiple time periods: 1-month 1.43%, YTD 14.22%, 1-year 13.53%, 3-year 9.33%, 5-year 3.21%, 10-year 5.52%.

RRRZX returns outperform the peer average of 11.24% 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.