RERAX Mutual Fund

RERAX Mutual Fund

NAV$56.70
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Returns Overview

1 Month
-2.81%
3 Months
-0.65%
6 Months
+13.47%
YTD
+8.41%
1 Year
+14.70%
3 Years (annualized)
+14.56%
5 Years (annualized)
+3.64%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERAX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+8.68%
vs Peers
-0.27%

RERAX Mutual Fund Performance

RERAX performance across multiple time periods: 1-month -2.81%, YTD 8.41%, 1-year 14.70%, 3-year 14.56%, 5-year 3.64%, 10-year 7.81%.

RERAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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