REAAX Mutual Fund

REAAX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
-1.98%
3 Months
+0.21%
6 Months
+12.70%
YTD
+10.43%
1 Year
+14.15%
3 Years (annualized)
+17.40%
5 Years (annualized)
+9.15%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REAAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+6.10%
vs Peers
+4.33%

REAAX Mutual Fund Performance

REAAX performance across multiple time periods: 1-month -1.98%, YTD 10.43%, 1-year 14.15%, 3-year 17.40%, 5-year 9.15%, 10-year 9.37%.

REAAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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