RERFX Mutual Fund

RERFX Mutual Fund

NAV$61.90
See how much of RERFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.73%
3 Months
-0.39%
6 Months
+14.05%
YTD
+9.25%
1 Year
+15.90%
3 Years (annualized)
+17.37%
5 Years (annualized)
+5.57%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERFX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+8.68%
vs Peers
+0.57%

RERFX Mutual Fund Performance

RERFX performance across multiple time periods: 1-month -2.73%, YTD 9.25%, 1-year 15.90%, 3-year 17.37%, 5-year 5.57%, 10-year 9.39%.

RERFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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