RRSRX Mutual Fund

RRSRX Mutual Fund

NAV$30.30
See how much of RRSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.53%
3 Months
-0.17%
6 Months
-2.49%
YTD
+8.06%
1 Year
+8.33%
3 Years (annualized)
+8.57%
5 Years (annualized)
+0.03%
10 Years (annualized)
+3.34%

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
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 EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+9.10%
vs Peers
-1.03%

RRSRX Mutual Fund Performance

RRSRX performance across multiple time periods: 1-month -3.53%, YTD 8.06%, 1-year 8.33%, 3-year 8.57%, 5-year 0.03%, 10-year 3.34%.

RRSRX returns trail the peer average of 9.10% 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.