RRREX Mutual Fund

RRREX Mutual Fund

NAV$22.56
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Returns Overview

1 Month
-5.84%
3 Months
-7.09%
6 Months
+1.85%
YTD
+6.01%
1 Year
+4.02%
3 Years (annualized)
+9.03%
5 Years (annualized)
+1.27%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRREX 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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+4.73%
vs Peers
+1.27%

RRREX Mutual Fund Performance

RRREX performance across multiple time periods: 1-month -5.84%, YTD 6.01%, 1-year 4.02%, 3-year 9.03%, 5-year 1.27%, 10-year 5.78%.

RRREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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