RRESX Mutual Fund

RRESX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
-5.93%
3 Months
-7.05%
6 Months
+0.15%
YTD
+1.54%
1 Year
+0.91%
3 Years (annualized)
+8.39%
5 Years (annualized)
-0.14%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRESX 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)
+1.54%
Peer Avg (YTD)
+4.73%
vs Peers
-3.19%

RRESX Mutual Fund Performance

RRESX performance across multiple time periods: 1-month -5.93%, YTD 1.54%, 1-year 0.91%, 3-year 8.39%, 5-year -0.14%, 10-year 3.17%.

RRESX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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