RRSRX Mutual Fund

RRSRX Mutual Fund

NAV$32.09
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Returns Overview

1 Month
+2.90%
3 Months
-6.63%
6 Months
-4.75%
YTD
+4.60%
1 Year
+5.50%
3 Years (annualized)
+11.28%
5 Years (annualized)
-0.54%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRSRX 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 EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+7.23%
vs Peers
-2.63%

RRSRX Mutual Fund Performance

RRSRX performance across multiple time periods: 1-month 2.90%, YTD 4.60%, 1-year 5.50%, 3-year 11.28%, 5-year -0.54%, 10-year 3.69%.

RRSRX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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